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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 | $15,073 | $53,774-72.0% | $134,162-88.8% | $79,856-81.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 3.20% | 19.01%-15.8pp | 36.35%-33.2pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,468 | $1,322+11.1% | $3,705-60.4% | $2,471-40.6% |
| Participant deferral / active EE | $1,755 | $2,420-27.5% | $3,500-49.8% | $3,741-53.1% |
| Admin fee / account holder | $4,619 | $3,985+15.9% | $6,685-30.9% | $5,306-12.9% |