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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 | $20,135 | $106,749-81.1% | $145,433-86.2% | $82,448-75.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 12.87% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,014 | $3,444-70.6% | $4,554-77.7% | $2,551-60.2% |
| Participant deferral / active EE | $2,969 | $6,519-54.4% | $7,897-62.4% | $4,139-28.3% |
| Admin fee / account holder | $2,022 | $8,390-75.9% | $13,129-84.6% | $7,234-72.1% |