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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 | $11,694 | $81,504-85.7% | $102,437-88.6% | $80,959-85.6% |
| Participation rate | 92.6% | 66.9%+25.7pp | 74.5%+18.1pp | 67.7%+24.9pp |
| Annual return | 9.62% | 25.60%-16.0pp | 24.95%-15.3pp | 35.67%-26.0pp |
| Employer contribution / active EE | $927 | $3,104-70.1% | $3,871-76.0% | $2,757-66.4% |
| Participant deferral / active EE | $1,639 | $3,871-57.7% | $5,060-67.6% | $4,300-61.9% |
| Admin fee / account holder | $1,130 | $6,719-83.2% | $8,388-86.5% | $6,925-83.7% |