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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 | $4,750 | $107,666-95.6% | $102,184-95.4% | $154,746-96.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 7.74% | 29.33%-21.6pp | 31.58%-23.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $175 | $3,846-95.5% | $3,594-95.1% | $4,379-96.0% |
| Participant deferral / active EE | $3,100 | $8,719-64.4% | $8,309-62.7% | $6,730-53.9% |
| Admin fee / account holder | $134,524 | $12,943+939.3% | $11,609+1058.8% | $14,365+836.5% |