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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 | $15,036 | $162,136-90.7% | $152,301-90.1% | $154,746-90.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 10.00% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $984 | $4,890-79.9% | $4,624-78.7% | $4,379-77.5% |
| Participant deferral / active EE | $4,222 | $8,341-49.4% | $8,004-47.3% | $6,730-37.3% |
| Admin fee / account holder | $3,872 | $15,759-75.4% | $14,398-73.1% | $14,365-73.0% |