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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 | $11,203 | $56,544-80.2% | $75,501-85.2% | $70,126-84.0% |
| Participation rate | 93.9% | 68.1%+25.8pp | 72.4%+21.6pp | 69.5%+24.4pp |
| Annual return | 11.64% | 23.59%-11.9pp | 27.35%-15.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $958 | $1,817-47.3% | $2,352-59.3% | $2,343-59.1% |
| Participant deferral / active EE | $1,651 | $2,580-36.0% | $3,142-47.4% | $3,332-50.4% |
| Admin fee / account holder | $494 | $3,827-87.1% | $5,801-91.5% | $4,645-89.4% |