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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 | $20,825 | $97,550-78.7% | $120,344-82.7% | $87,485-76.2% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.7%+18.8pp | 68.9%+26.6pp |
| Annual return | 11.30% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,133 | $4,230-25.9% | $5,135-39.0% | $4,274-26.7% |
| Admin fee / account holder | $2,076 | $9,543-78.2% | $12,742-83.7% | $7,775-73.3% |