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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 | $16,466 | $58,493-71.9% | $84,023-80.4% | $72,976-77.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 15.28% | 28.93%-13.7pp | 71.32%-56.0pp | 81.02%-65.7pp |
| Employer contribution / active EE | $3,091 | $1,163+165.8% | $1,984+55.8% | $2,440+26.7% |
| Participant deferral / active EE | $1,311 | $2,394-45.2% | $3,239-59.5% | $3,608-63.7% |
| Admin fee / account holder | $488 | $4,569-89.3% | $6,102-92.0% | $5,124-90.5% |