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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 | $13,874 | $81,504-83.0% | $102,437-86.5% | $80,959-82.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.88% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $3,980 | $3,104+28.3% | $3,871+2.8% | $2,757+44.4% |
| Participant deferral / active EE | $2,371 | $3,871-38.8% | $5,060-53.2% | $4,300-44.9% |
| Admin fee / account holder | $801 | $6,719-88.1% | $8,388-90.5% | $6,925-88.4% |