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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 | $11,901 | $106,749-88.9% | $145,433-91.8% | $82,448-85.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.67% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,371 | $3,444-60.2% | $4,554-69.9% | $2,551-46.3% |
| Participant deferral / active EE | $3,112 | $6,519-52.3% | $7,897-60.6% | $4,139-24.8% |
| Admin fee / account holder | $362 | $8,390-95.7% | $13,129-97.2% | $7,234-95.0% |