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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 | $18,221 | $64,359-71.7% | $90,161-79.8% | $70,126-74.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.97% | 28.13%-19.2pp | 34.89%-25.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,293 | $2,046-36.8% | $3,318-61.0% | $2,343-44.8% |
| Participant deferral / active EE | $2,415 | $4,389-45.0% | $5,287-54.3% | $3,332-27.5% |
| Admin fee / account holder | $342 | $3,945-91.3% | $5,943-94.3% | $4,645-92.6% |