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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 | $13,813 | $110,240-87.5% | $96,544-85.7% | $139,487-90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.89% | 26.41%-18.5pp | 25.88%-18.0pp | 373.84%-366.0pp |
| Employer contribution / active EE | $3,923 | $3,622+8.3% | $2,966+32.3% | $4,755-17.5% |
| Participant deferral / active EE | $3,821 | $5,549-31.1% | $4,851-21.2% | $6,713-43.1% |
| Admin fee / account holder | $1,389 | $11,602-88.0% | $8,254-83.2% | $11,407-87.8% |