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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 | $27,120 | $95,453-71.6% | $112,040-75.8% | $82,448-67.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.95% | 23.92%-15.0pp | 24.52%-15.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $2,931 | $2,318+26.5% | $2,954-0.8% | $2,551+14.9% |
| Participant deferral / active EE | $2,111 | $4,224-50.0% | $5,098-58.6% | $4,139-49.0% |
| Admin fee / account holder | $634 | $9,013-93.0% | $12,098-94.8% | $7,234-91.2% |