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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 | $26,640 | $96,731-72.5% | $123,973-78.5% | $86,983-69.4% |
| Participation rate | 96.9% | 70.0%+26.9pp | 76.7%+20.2pp | 69.5%+27.3pp |
| Annual return | 7.58% | 17.33%-9.7pp | 388.13%-380.5pp | 25.83%-18.2pp |
| Employer contribution / active EE | $3,555 | $3,297+7.8% | $4,126-13.8% | $2,584+37.6% |
| Participant deferral / active EE | $5,302 | $4,152+27.7% | $5,247+1.1% | $4,194+26.4% |
| Admin fee / account holder | $882 | $8,722-89.9% | $11,799-92.5% | $7,856-88.8% |