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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 | $15,048 | $60,349-75.1% | $74,184-79.7% | $62,881-76.1% |
| Participation rate | 73.0% | 72.7%+0.2pp | 76.6%-3.6pp | 69.3%+3.7pp |
| Annual return | 4.68% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,181 | $1,680-29.7% | $2,370-50.2% | $2,281-48.2% |
| Participant deferral / active EE | $2,028 | $2,856-29.0% | $3,550-42.9% | $3,203-36.7% |
| Admin fee / account holder | $675 | $4,261-84.2% | $5,586-87.9% | $4,296-84.3% |