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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 | $114,340 | $431,983-73.5% | $431,983-73.5% | $285,997-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.8%+44.2pp |
| Annual return | 2.15% | 9.67%-7.5pp | 9.65%-7.5pp | 24.44%-22.3pp |
| Employer contribution / active EE | $20,426 | $51,524-60.4% | $50,020-59.2% | $41,348-50.6% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $1,400 | $35,292-96.0% | $35,292-96.0% | $22,013-93.6% |