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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 | $10,649 | $70,486-84.9% | $100,528-89.4% | $79,852-86.7% |
| Participation rate | 93.3% | 73.6%+19.7pp | 79.4%+13.9pp | 69.6%+23.7pp |
| Annual return | 0.86% | 21.90%-21.0pp | 30.90%-30.0pp | 31.72%-30.9pp |
| Employer contribution / active EE | $468 | $2,165-78.4% | $3,419-86.3% | $2,471-81.0% |
| Participant deferral / active EE | $4,380 | $5,182-15.5% | $6,271-30.2% | $3,740+17.1% |
| Admin fee / account holder | $2,159 | $4,480-51.8% | $8,084-73.3% | $5,306-59.3% |