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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,326 | $71,215-75.7% | $93,696-81.5% | $80,935-78.6% |
| Participation rate | 78.9% | 60.4%+18.5pp | 68.7%+10.2pp | 67.7%+11.3pp |
| Annual return | 7.99% | 11.27%-3.3pp | 133.74%-125.8pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,493 | $1,565-4.6% | $2,422-38.4% | $2,757-45.9% |
| Participant deferral / active EE | $1,781 | $4,037-55.9% | $4,417-59.7% | $4,299-58.6% |
| Admin fee / account holder | $1,005 | $6,958-85.6% | $8,287-87.9% | $6,924-85.5% |