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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 | $18,294 | $213,785-91.4% | $185,441-90.1% | $155,188-88.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 1.26% | 19.97%-18.7pp | 20.16%-18.9pp | 148.84%-147.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,970 | $6,864+220.1% | $6,152+257.1% | $6,531+236.4% |
| Admin fee / account holder | $8,319 | $21,134-60.6% | $17,890-53.5% | $14,480-42.5% |