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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 | $19,201 | $102,422-81.3% | $147,117-86.9% | $80,959-76.3% |
| Participation rate | 74.6% | 75.9%-1.3pp | 82.2%-7.6pp | 67.7%+6.9pp |
| Annual return | 8.12% | 135.16%-127.0pp | 420.54%-412.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,733 | $3,717-53.4% | $4,932-64.9% | $2,757-37.1% |
| Participant deferral / active EE | $3,204 | $6,652-51.8% | $8,065-60.3% | $4,300-25.5% |
| Admin fee / account holder | $2,640 | $7,953-66.8% | $12,993-79.7% | $6,925-61.9% |