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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 | $11,817 | $95,404-87.6% | $113,397-89.6% | $82,637-85.7% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 10.56% | 19.08%-8.5pp | 23.20%-12.6pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,462 | $2,307-36.6% | $2,977-50.9% | $2,552-42.7% |
| Participant deferral / active EE | $5,049 | $4,220+19.7% | $5,076-0.5% | $4,126+22.4% |
| Admin fee / account holder | $18,419 | $9,168+100.9% | $11,957+54.0% | $7,339+151.0% |