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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 | $10,598 | $135,956-92.2% | $123,894-91.4% | $273,972-96.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.20% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $4,255 | $5,170-17.7% | $4,617-7.8% | $4,869-12.6% |
| Participant deferral / active EE | $5,904 | $6,343-6.9% | $5,984-1.3% | $5,287+11.7% |
| Admin fee / account holder | $4,466 | $9,817-54.5% | $8,357-46.6% | $10,133-55.9% |