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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 | $18,560 | $67,602-72.5% | $82,312-77.5% | $70,126-73.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.97% | 21.57%-18.6pp | 25.88%-22.9pp | 73.15%-70.2pp |
| Employer contribution / active EE | $2,906 | $1,755+65.6% | $2,428+19.7% | $2,343+24.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $950 | $4,512-79.0% | $5,608-83.1% | $4,645-79.6% |