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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 | $19,548 | $57,828-66.2% | $117,039-83.3% | $70,126-72.1% |
| Participation rate | 82.7% | 67.1%+15.6pp | 77.2%+5.5pp | 69.5%+13.2pp |
| Annual return | 8.67% | 17.55%-8.9pp | 18.95%-10.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $660 | $1,816-63.7% | $3,785-82.6% | $2,343-71.8% |
| Participant deferral / active EE | $1,098 | $2,438-55.0% | $3,929-72.1% | $3,332-67.1% |
| Admin fee / account holder | $714 | $3,548-79.9% | $5,974-88.0% | $4,645-84.6% |