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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 | $22,760 | $106,524-78.6% | $152,301-85.1% | $87,485-74.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 14.00% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,089 | $3,371-38.0% | $4,624-54.8% | $2,596-19.5% |
| Participant deferral / active EE | $4,379 | $6,525-32.9% | $8,004-45.3% | $4,274+2.5% |
| Admin fee / account holder | $1,198 | $8,287-85.5% | $14,398-91.7% | $7,775-84.6% |