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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 | $13,191 | $106,749-87.6% | $145,433-90.9% | $82,448-84.0% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 10.18% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,389 | $3,444-59.7% | $4,554-69.5% | $2,551-45.5% |
| Participant deferral / active EE | $5,361 | $6,519-17.8% | $7,897-32.1% | $4,139+29.5% |
| Admin fee / account holder | $4,437 | $8,390-47.1% | $13,129-66.2% | $7,234-38.7% |