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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 | $88,289 | $212,470-58.4% | $428,620-79.4% | $254,542-65.3% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 3.08% | 21.43%-18.3pp | 20.73%-17.6pp | 12.16%-9.1pp |
| Employer contribution / active EE | $22,138 | $39,472-43.9% | $36,503-39.4% | $44,747-50.5% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $401 | $5,476-92.7% | $7,495-94.7% | $17,640-97.7% |