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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 | $13,017 | $62,672-79.2% | $185,117-93.0% | $70,126-81.4% |
| Participation rate | 86.0% | 63.8%+22.2pp | 77.3%+8.7pp | 69.5%+16.4pp |
| Annual return | 12.73% | 40.79%-28.1pp | 40.50%-27.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,258 | $1,753-28.3% | $4,182-69.9% | $2,343-46.3% |
| Participant deferral / active EE | $1,221 | $3,272-62.7% | $5,045-75.8% | $3,332-63.3% |
| Admin fee / account holder | $1,718 | $3,932-56.3% | $8,159-78.9% | $4,645-63.0% |