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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 | $17,358 | $78,672-77.9% | $109,163-84.1% | $85,856-79.8% |
| Participation rate | 92.1% | 68.3%+23.8pp | 75.9%+16.2pp | 69.3%+22.8pp |
| Annual return | 7.89% | 25.09%-17.2pp | 25.75%-17.9pp | 318.58%-310.7pp |
| Employer contribution / active EE | $774 | $2,734-71.7% | $3,723-79.2% | $2,565-69.8% |
| Participant deferral / active EE | $2,522 | $3,467-27.3% | $4,654-45.8% | $3,952-36.2% |
| Admin fee / account holder | $1,939 | $5,470-64.5% | $6,754-71.3% | $6,261-69.0% |