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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 | $86,938-80.1% | $102,423-83.1% | $80,925-78.7% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.7%+15.0pp |
| Annual return | 9.42% | 18.89%-9.5pp | 29.42%-20.0pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,360 | $2,369-42.6% | $3,023-55.0% | $2,756-50.6% |
| Participant deferral / active EE | $2,686 | $4,120-34.8% | $5,054-46.9% | $4,299-37.5% |
| Admin fee / account holder | $2,845 | $8,053-64.7% | $9,455-69.9% | $6,940-59.0% |