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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 | $21,994 | $106,749-79.4% | $145,433-84.9% | $82,448-73.3% |
| Participation rate | 75.8% | 75.6%+0.1pp | 82.1%-6.4pp | 68.1%+7.7pp |
| Annual return | 10.92% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,187 | $3,444-65.6% | $4,554-73.9% | $2,551-53.5% |
| Participant deferral / active EE | $4,327 | $6,519-33.6% | $7,897-45.2% | $4,139+4.5% |
| Admin fee / account holder | $2,527 | $8,390-69.9% | $13,129-80.7% | $7,234-65.1% |