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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 | $17,276 | $86,949-80.1% | $102,460-83.1% | $80,959-78.7% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.7%+15.0pp |
| Annual return | 9.42% | 18.89%-9.5pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,360 | $2,370-42.6% | $3,025-55.0% | $2,757-50.7% |
| Participant deferral / active EE | $2,686 | $4,121-34.8% | $5,056-46.9% | $4,300-37.5% |
| Admin fee / account holder | $2,845 | $8,048-64.6% | $9,460-69.9% | $6,925-58.9% |