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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 | $20,000 | $86,919-77.0% | $102,457-80.5% | $80,911-75.3% |
| Participation rate | 89.9% | 72.4%+17.5pp | 76.5%+13.4pp | 67.6%+22.2pp |
| Annual return | 8.60% | 18.90%-10.3pp | 29.41%-20.8pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,206 | $2,368-49.1% | $3,022-60.1% | $2,756-56.2% |
| Participant deferral / active EE | $2,533 | $4,119-38.5% | $5,054-49.9% | $4,297-41.1% |
| Admin fee / account holder | $711 | $8,049-91.2% | $9,451-92.5% | $6,935-89.7% |