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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 | $10,430 | $184,014-94.3% | $161,149-93.5% | $138,895-92.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 2.18% | 21.52%-19.3pp | 21.16%-19.0pp | 145.39%-143.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,379 | $6,909-51.1% | $6,153-45.1% | $6,396-47.2% |
| Admin fee / account holder | $1,283 | $18,027-92.9% | $15,194-91.6% | $12,562-89.8% |