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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 | $39,628 | $138,385-71.4% | $184,200-78.5% | $80,874-51.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.20% | 20.02%-10.8pp | 28.80%-19.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,781 | $4,849-42.6% | $6,424-56.7% | $2,756+0.9% |
| Participant deferral / active EE | $7,899 | $7,073+11.7% | $9,132-13.5% | $4,297+83.8% |
| Admin fee / account holder | $813 | $10,483-92.2% | $13,907-94.2% | $6,935-88.3% |