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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 | $25,129 | $80,855-68.9% | $153,416-83.6% | $86,983-71.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 9.33% | 16.18%-6.9pp | 17.84%-8.5pp | 25.83%-16.5pp |
| Employer contribution / active EE | $5,960 | $2,308+158.3% | $3,764+58.3% | $2,584+130.6% |
| Participant deferral / active EE | $3,316 | $3,333-0.5% | $4,723-29.8% | $4,194-20.9% |
| Admin fee / account holder | $2,227 | $6,908-67.8% | $13,095-83.0% | $7,856-71.6% |