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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 | $18,594 | $117,895-84.2% | $102,460-81.9% | $145,897-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 31.92%-24.6pp | 29.47%-22.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $4,184 | $3,619+15.6% | $3,025+38.3% | $4,663-10.3% |
| Participant deferral / active EE | $4,871 | $5,736-15.1% | $5,056-3.7% | $6,689-27.2% |
| Admin fee / account holder | $982 | $13,353-92.6% | $9,460-89.6% | $13,390-92.7% |