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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 | $12,361 | $62,549-80.2% | $85,705-85.6% | $85,851-85.6% |
| Participation rate | 72.1% | 61.1%+10.9pp | 69.9%+2.2pp | 69.3%+2.7pp |
| Annual return | 9.13% | 23.77%-14.6pp | 21.49%-12.4pp | 318.63%-309.5pp |
| Employer contribution / active EE | $641 | $1,755-63.5% | $2,619-75.5% | $2,565-75.0% |
| Participant deferral / active EE | $1,915 | $2,802-31.7% | $3,924-51.2% | $3,952-51.6% |
| Admin fee / account holder | $687 | $4,644-85.2% | $6,877-90.0% | $6,261-89.0% |