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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 | $14,045 | $81,487-82.8% | $102,412-86.3% | $80,935-82.6% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.7%+13.0pp |
| Annual return | 9.86% | 25.60%-15.7pp | 24.94%-15.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,885 | $3,103-39.2% | $3,870-51.3% | $2,757-31.6% |
| Participant deferral / active EE | $2,607 | $3,871-32.6% | $5,060-48.5% | $4,299-39.4% |
| Admin fee / account holder | $1,946 | $6,717-71.0% | $8,388-76.8% | $6,924-71.9% |