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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 | $18,672 | $117,859-84.2% | $102,438-81.8% | $145,959-87.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 4.11% | 31.72%-27.6pp | 29.37%-25.3pp | 561.95%-557.8pp |
| Employer contribution / active EE | $2,443 | $3,615-32.4% | $3,024-19.2% | $4,661-47.6% |
| Participant deferral / active EE | $6,210 | $5,732+8.3% | $5,054+22.9% | $6,689-7.2% |
| Admin fee / account holder | $1,982 | $13,318-85.1% | $9,448-79.0% | $13,398-85.2% |