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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 | $11,869 | $81,487-85.4% | $102,412-88.4% | $80,935-85.3% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 6.24% | 25.60%-19.4pp | 24.94%-18.7pp | 35.66%-29.4pp |
| Employer contribution / active EE | $1,879 | $3,103-39.5% | $3,870-51.5% | $2,757-31.9% |
| Participant deferral / active EE | $4,271 | $3,871+10.3% | $5,060-15.6% | $4,299-0.7% |
| Admin fee / account holder | $1,825 | $6,717-72.8% | $8,388-78.2% | $6,924-73.6% |