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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 | $101,798-76.1% | $165,071-85.3% | $80,935-69.9% |
| Participation rate | 81.9% | 71.8%+10.1pp | 78.6%+3.3pp | 67.7%+14.3pp |
| Annual return | 10.59% | 16.73%-6.1pp | 70.17%-59.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,720 | $2,954-41.8% | $4,347-60.4% | $2,757-37.6% |
| Participant deferral / active EE | $5,293 | $4,476+18.2% | $6,035-12.3% | $4,299+23.1% |
| Admin fee / account holder | $2,521 | $8,221-69.3% | $12,695-80.1% | $6,924-63.6% |