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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 | $29,464 | $125,797-76.6% | $170,057-82.7% | $75,177-60.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.78% | 27.20%-14.4pp | 53.42%-40.6pp | 160.75%-148.0pp |
| Employer contribution / active EE | $2,288 | $4,616-50.4% | $6,790-66.3% | $2,671-14.3% |
| Participant deferral / active EE | $4,535 | $6,838-33.7% | $10,411-56.4% | $4,126+9.9% |
| Admin fee / account holder | $836 | $8,177-89.8% | $12,826-93.5% | $5,651-85.2% |