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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 | $15,016 | $78,197-80.8% | $98,090-84.7% | $82,637-81.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 14.01% | 40.25%-26.2pp | 37.05%-23.0pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,054 | $2,605-21.1% | $3,606-43.0% | $2,552-19.5% |
| Participant deferral / active EE | $2,778 | $6,636-58.1% | $7,845-64.6% | $4,126-32.7% |
| Admin fee / account holder | $2,513 | $14,832-83.1% | $11,815-78.7% | $7,339-65.8% |