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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 | $16,104 | $93,598-82.8% | $135,974-88.2% | $75,173-78.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 14.21% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $2,941 | $3,538-16.9% | $4,859-39.5% | $2,671+10.1% |
| Participant deferral / active EE | $6,076 | $6,405-5.1% | $7,760-21.7% | $4,126+47.3% |
| Admin fee / account holder | $687 | $6,978-90.2% | $10,767-93.6% | $5,651-87.8% |