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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 | $24,335 | $101,752-76.1% | $164,928-85.2% | $80,911-69.9% |
| Participation rate | 81.9% | 71.8%+10.1pp | 78.6%+3.3pp | 67.6%+14.3pp |
| Annual return | 10.59% | 16.73%-6.1pp | 70.08%-59.5pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,720 | $2,953-41.8% | $4,343-60.4% | $2,756-37.6% |
| Participant deferral / active EE | $5,293 | $4,477+18.2% | $6,034-12.3% | $4,297+23.2% |
| Admin fee / account holder | $2,521 | $8,218-69.3% | $12,684-80.1% | $6,935-63.6% |