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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 | $15,970 | $87,878-81.8% | $97,411-83.6% | $82,637-80.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 12.23% | 54.63%-42.4pp | 34.72%-22.5pp | 53.51%-41.3pp |
| Employer contribution / active EE | $2,250 | $3,800-40.8% | $4,210-46.5% | $2,552-11.8% |
| Participant deferral / active EE | $3,980 | $5,525-28.0% | $5,886-32.4% | $4,126-3.5% |
| Admin fee / account holder | $470 | $6,743-93.0% | $7,145-93.4% | $7,339-93.6% |