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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 | $10,569 | $86,949-87.8% | $102,460-89.7% | $80,959-86.9% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+18.9pp | 67.7%+27.8pp |
| Annual return | 3.75% | 18.89%-15.1pp | 29.47%-25.7pp | 35.67%-31.9pp |
| Employer contribution / active EE | $1,214 | $2,370-48.8% | $3,025-59.9% | $2,757-56.0% |
| Participant deferral / active EE | $2,347 | $4,121-43.0% | $5,056-53.6% | $4,300-45.4% |
| Admin fee / account holder | $14,059 | $8,048+74.7% | $9,460+48.6% | $6,925+103.0% |