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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 | $106,524-88.8% | $152,301-92.2% | $87,485-86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.67% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,371 | $3,371-59.3% | $4,624-70.4% | $2,596-47.2% |
| Participant deferral / active EE | $3,112 | $6,525-52.3% | $8,004-61.1% | $4,274-27.2% |
| Admin fee / account holder | $362 | $8,287-95.6% | $14,398-97.5% | $7,775-95.3% |