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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 | $12,888 | $73,988-82.6% | $96,538-86.7% | $75,177-82.9% |
| Participation rate | 82.0% | 66.4%+15.5pp | 74.3%+7.6pp | 67.2%+14.8pp |
| Annual return | 11.24% | 26.73%-15.5pp | 35.74%-24.5pp | 160.75%-149.5pp |
| Employer contribution / active EE | $754 | $2,930-74.3% | $3,740-79.8% | $2,671-71.8% |
| Participant deferral / active EE | $2,322 | $3,660-36.6% | $4,880-52.4% | $4,126-43.7% |
| Admin fee / account holder | $1,510 | $5,220-71.1% | $6,737-77.6% | $5,651-73.3% |