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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 | $18,574 | $135,956-86.3% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.39% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,856 | $5,170-44.8% | $4,617-38.1% | $4,869-41.3% |
| Participant deferral / active EE | $3,495 | $6,343-44.9% | $5,984-41.6% | $5,287-33.9% |
| Admin fee / account holder | $442 | $9,817-95.5% | $8,357-94.7% | $10,133-95.6% |