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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 | $86,949-68.0% | $102,460-72.8% | $80,959-65.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.50% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,137 | $2,370-9.8% | $3,025-29.4% | $2,757-22.5% |
| Participant deferral / active EE | $4,794 | $4,121+16.3% | $5,056-5.2% | $4,300+11.5% |
| Admin fee / account holder | $490 | $8,048-93.9% | $9,460-94.8% | $6,925-92.9% |