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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 | $16,886 | $90,745-81.4% | $130,231-87.0% | $75,181-77.5% |
| Participation rate | 95.5% | 71.1%+24.4pp | 76.3%+19.2pp | 67.2%+28.3pp |
| Annual return | 5.68% | 34.45%-28.8pp | 38.77%-33.1pp | 160.69%-155.0pp |
| Employer contribution / active EE | $1,492 | $3,314-55.0% | $4,126-63.8% | $2,671-44.1% |
| Participant deferral / active EE | $2,013 | $5,362-62.5% | $6,799-70.4% | $4,126-51.2% |
| Admin fee / account holder | $1,136 | $6,331-82.1% | $6,020-81.1% | $5,650-79.9% |