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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 | $23,700 | $95,453-75.2% | $112,040-78.8% | $82,448-71.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.23% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,163 | $2,318-49.8% | $2,954-60.6% | $2,551-54.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $678 | $9,013-92.5% | $12,098-94.4% | $7,234-90.6% |