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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 | $12,342 | $86,949-85.8% | $102,460-88.0% | $80,959-84.8% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 1.82% | 18.89%-17.1pp | 29.47%-27.7pp | 35.67%-33.9pp |
| Employer contribution / active EE | $1,579 | $2,370-33.4% | $3,025-47.8% | $2,757-42.7% |
| Participant deferral / active EE | $4,180 | $4,121+1.4% | $5,056-17.3% | $4,300-2.8% |
| Admin fee / account holder | $365 | $8,048-95.5% | $9,460-96.1% | $6,925-94.7% |