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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 | $16,212 | $162,136-90.0% | $152,301-89.4% | $154,746-89.5% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 6.77% | 91.02%-84.3pp | 80.50%-73.7pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,213 | $4,890-75.2% | $4,624-73.8% | $4,379-72.3% |
| Participant deferral / active EE | $3,366 | $8,341-59.6% | $8,004-57.9% | $6,730-50.0% |
| Admin fee / account holder | $3,210 | $15,759-79.6% | $14,398-77.7% | $14,365-77.7% |