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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 | $13,420 | $184,014-92.7% | $161,149-91.7% | $138,895-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 5.90% | 21.52%-15.6pp | 21.16%-15.3pp | 145.39%-139.5pp |
| Employer contribution / active EE | $1,645 | $5,055-67.5% | $4,360-62.3% | $4,194-60.8% |
| Participant deferral / active EE | $3,636 | $6,909-47.4% | $6,153-40.9% | $6,396-43.2% |
| Admin fee / account holder | $2,667 | $18,027-85.2% | $15,194-82.4% | $12,562-78.8% |