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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 | $13,805 | $69,590-80.2% | $136,867-89.9% | $94,015-85.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 9.55% | 19.62%-10.1pp | 42.97%-33.4pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,563 | $2,396-34.8% | $3,547-55.9% | $2,790-44.0% |
| Participant deferral / active EE | $2,805 | $3,437-18.4% | $4,924-43.0% | $4,249-34.0% |
| Admin fee / account holder | $2,803 | $8,912-68.5% | $10,340-72.9% | $8,951-68.7% |