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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 | $14,881 | $78,423-81.0% | $95,964-84.5% | $79,856-81.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.57% | 19.37%-9.8pp | 91.64%-82.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $952 | $1,945-51.1% | $2,541-62.5% | $2,471-61.5% |
| Participant deferral / active EE | $2,541 | $3,440-26.1% | $4,167-39.0% | $3,741-32.1% |
| Admin fee / account holder | $8,008 | $5,622+42.4% | $6,797+17.8% | $5,306+50.9% |