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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 | $17,555 | $184,014-90.5% | $161,149-89.1% | $138,895-87.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 8.71% | 21.52%-12.8pp | 21.16%-12.4pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,141 | $5,055-77.4% | $4,360-73.8% | $4,194-72.8% |
| Participant deferral / active EE | $2,743 | $6,909-60.3% | $6,153-55.4% | $6,396-57.1% |
| Admin fee / account holder | $974 | $18,027-94.6% | $15,194-93.6% | $12,562-92.2% |