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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 | $17,865 | $106,918-83.3% | $84,021-78.7% | $152,897-88.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.04% | 105.01%-101.0pp | 71.32%-67.3pp | 345.43%-341.4pp |
| Employer contribution / active EE | $2,642 | $2,735-3.4% | $1,984+33.2% | $4,764-44.5% |
| Participant deferral / active EE | $4,158 | $4,012+3.6% | $3,239+28.4% | $5,851-28.9% |
| Admin fee / account holder | $1,604 | $8,288-80.6% | $6,102-73.7% | $11,599-86.2% |