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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 | $19,712 | $106,749-81.5% | $145,433-86.4% | $82,448-76.1% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 8.43% | 27.59%-19.2pp | 66.58%-58.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,914 | $3,444-44.4% | $4,554-58.0% | $2,551-25.0% |
| Participant deferral / active EE | $2,479 | $6,519-62.0% | $7,897-68.6% | $4,139-40.1% |
| Admin fee / account holder | $919 | $8,390-89.0% | $13,129-93.0% | $7,234-87.3% |