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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 | $11,085 | $76,551-85.5% | $123,894-91.1% | $62,881-82.4% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 5.37% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,432 | $2,882-50.3% | $4,617-69.0% | $2,281-37.2% |
| Participant deferral / active EE | $3,135 | $4,840-35.2% | $5,984-47.6% | $3,203-2.1% |
| Admin fee / account holder | $1,685 | $4,826-65.1% | $8,357-79.8% | $4,296-60.8% |