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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 | $19,388 | $73,988-73.8% | $96,538-79.9% | $75,177-74.2% |
| Participation rate | 95.2% | 66.4%+28.8pp | 74.3%+20.9pp | 67.2%+28.0pp |
| Annual return | 12.05% | 26.73%-14.7pp | 35.74%-23.7pp | 160.75%-148.7pp |
| Employer contribution / active EE | $1,117 | $2,930-61.9% | $3,740-70.1% | $2,671-58.2% |
| Participant deferral / active EE | $3,122 | $3,660-14.7% | $4,880-36.0% | $4,126-24.3% |
| Admin fee / account holder | $1,288 | $5,220-75.3% | $6,737-80.9% | $5,651-77.2% |