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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 | $18,167 | $81,504-77.7% | $102,437-82.3% | $80,959-77.6% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.4pp |
| Annual return | 7.65% | 25.60%-17.9pp | 24.95%-17.3pp | 35.67%-28.0pp |
| Employer contribution / active EE | $5,038 | $3,104+62.3% | $3,871+30.1% | $2,757+82.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,372 | $6,719-79.6% | $8,388-83.6% | $6,925-80.2% |