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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 | $16,154 | $81,504-80.2% | $102,437-84.2% | $80,959-80.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.39% | 25.60%-19.2pp | 24.95%-18.6pp | 35.67%-29.3pp |
| Employer contribution / active EE | $2,229 | $3,104-28.2% | $3,871-42.4% | $2,757-19.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $636 | $6,719-90.5% | $8,388-92.4% | $6,925-90.8% |