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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 | $26,954 | $94,031-71.3% | $115,768-76.7% | $82,448-67.3% |
| Participation rate | 78.0% | 70.4%+7.6pp | 74.4%+3.6pp | 68.1%+9.9pp |
| Annual return | 10.69% | 20.61%-9.9pp | 100.46%-89.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,555 | $2,323+10.0% | $2,940-13.1% | $2,551+0.2% |
| Participant deferral / active EE | $4,438 | $3,972+11.7% | $4,917-9.7% | $4,139+7.2% |
| Admin fee / account holder | $1,739 | $10,249-83.0% | $12,439-86.0% | $7,234-76.0% |