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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 | $13,943 | $81,446-82.9% | $103,374-86.5% | $80,874-82.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.59% | 25.57%-19.0pp | 24.89%-18.3pp | 35.62%-29.0pp |
| Employer contribution / active EE | $2,647 | $3,107-14.8% | $3,869-31.6% | $2,756-3.9% |
| Participant deferral / active EE | $4,607 | $3,870+19.0% | $5,058-8.9% | $4,297+7.2% |
| Admin fee / account holder | $544 | $6,715-91.9% | $8,394-93.5% | $6,935-92.2% |