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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 | $21,484 | $60,349-64.4% | $74,184-71.0% | $62,881-65.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.63% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,651 | $1,680-1.8% | $2,370-30.4% | $2,281-27.6% |
| Participant deferral / active EE | $1,790 | $2,856-37.3% | $3,550-49.6% | $3,203-44.1% |
| Admin fee / account holder | $414 | $4,261-90.3% | $5,586-92.6% | $4,296-90.4% |