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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 | $97,289-95.1% | $92,805-94.9% | $155,188-96.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 7.74% | 29.03%-21.3pp | 31.59%-23.8pp | 148.84%-141.1pp |
| Employer contribution / active EE | $175 | $3,632-95.2% | $3,424-94.9% | $4,248-95.9% |
| Participant deferral / active EE | $3,100 | $8,795-64.8% | $8,448-63.3% | $6,531-52.5% |
| Admin fee / account holder | $134,524 | $12,015+1019.7% | $10,911+1133.0% | $14,480+829.0% |