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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 | $22,132 | $78,428-71.8% | $95,960-76.9% | $79,852-72.3% |
| Participation rate | 83.1% | 73.5%+9.6pp | 77.1%+6.0pp | 69.6%+13.4pp |
| Annual return | 9.74% | 19.37%-9.6pp | 91.63%-81.9pp | 31.72%-22.0pp |
| Employer contribution / active EE | $2,048 | $1,945+5.3% | $2,541-19.4% | $2,471-17.1% |
| Participant deferral / active EE | $4,766 | $3,440+38.5% | $4,167+14.4% | $3,740+27.4% |
| Admin fee / account holder | $2,427 | $5,622-56.8% | $6,797-64.3% | $5,306-54.3% |