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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 | $7,757 | $49,025-84.2% | $87,502-91.1% | $62,881-87.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 3.85% | 10.02%-6.2pp | 12.21%-8.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,972 | $1,372+116.6% | $2,550+16.6% | $2,281+30.3% |
| Participant deferral / active EE | $1,452 | $2,289-36.6% | $3,149-53.9% | $3,203-54.7% |
| Admin fee / account holder | $625 | $4,065-84.6% | $4,221-85.2% | $4,296-85.5% |