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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 | $22,719 | $106,749-78.7% | $145,433-84.4% | $82,448-72.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 13.73% | 27.59%-13.9pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,498 | $3,444-56.5% | $4,554-67.1% | $2,551-41.3% |
| Participant deferral / active EE | $4,701 | $6,519-27.9% | $7,897-40.5% | $4,139+13.6% |
| Admin fee / account holder | $511 | $8,390-93.9% | $13,129-96.1% | $7,234-92.9% |