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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 | $15,936 | $58,512-72.8% | $84,020-81.0% | $72,983-78.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 15.60% | 28.93%-13.3pp | 71.31%-55.7pp | 81.01%-65.4pp |
| Employer contribution / active EE | $3,554 | $1,163+205.6% | $1,984+79.2% | $2,440+45.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,387 | $4,569+17.9% | $6,101-11.7% | $5,124+5.1% |