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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 | $7,475 | $81,504-90.8% | $102,437-92.7% | $80,959-90.8% |
| Participation rate | 87.9% | 66.9%+21.0pp | 74.5%+13.4pp | 67.7%+20.2pp |
| Annual return | 6.47% | 25.60%-19.1pp | 24.95%-18.5pp | 35.67%-29.2pp |
| Employer contribution / active EE | $21,870 | $3,104+604.7% | $3,871+465.0% | $2,757+693.2% |
| Participant deferral / active EE | $2,971 | $3,871-23.2% | $5,060-41.3% | $4,300-30.9% |
| Admin fee / account holder | $7,501 | $6,719+11.6% | $8,388-10.6% | $6,925+8.3% |