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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 | $27,840 | $86,922-68.0% | $102,438-72.8% | $80,874-65.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.50% | 18.90%-9.4pp | 29.37%-19.9pp | 35.62%-26.1pp |
| Employer contribution / active EE | $2,137 | $2,369-9.8% | $3,024-29.3% | $2,756-22.4% |
| Participant deferral / active EE | $4,794 | $4,119+16.4% | $5,054-5.1% | $4,297+11.6% |
| Admin fee / account holder | $490 | $8,050-93.9% | $9,448-94.8% | $6,935-92.9% |