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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 | $22,019 | $101,798-78.4% | $165,071-86.7% | $80,935-72.8% |
| Participation rate | 80.9% | 71.8%+9.0pp | 78.6%+2.2pp | 67.7%+13.2pp |
| Annual return | 7.49% | 16.73%-9.2pp | 70.17%-62.7pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,599 | $2,954-45.9% | $4,347-63.2% | $2,757-42.0% |
| Participant deferral / active EE | $3,261 | $4,476-27.2% | $6,035-46.0% | $4,299-24.2% |
| Admin fee / account holder | $370 | $8,221-95.5% | $12,695-97.1% | $6,924-94.7% |