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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 | $19,231 | $100,041-80.8% | $149,718-87.2% | $70,131-72.6% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.1%-10.1pp | 69.5%+7.4pp |
| Annual return | 10.83% | 27.43%-16.6pp | 1501.70%-1490.9pp | 73.14%-62.3pp |
| Employer contribution / active EE | $2,723 | $3,662-25.6% | $5,444-50.0% | $2,342+16.2% |
| Participant deferral / active EE | $3,889 | $4,983-21.9% | $6,568-40.8% | $3,332+16.7% |
| Admin fee / account holder | $439 | $8,286-94.7% | $11,283-96.1% | $4,645-90.5% |