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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 | $24,478 | $109,359-77.6% | $162,185-84.9% | $72,976-66.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 5.30% | 25.46%-20.2pp | 115.61%-110.3pp | 81.02%-75.7pp |
| Employer contribution / active EE | $1,202 | $3,907-69.2% | $5,613-78.6% | $2,440-50.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,031 | $7,972-87.1% | $10,844-90.5% | $5,124-79.9% |