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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 | $22,680 | $91,760-75.3% | $156,181-85.5% | $67,986-66.6% |
| Participation rate | 80.2% | 65.0%+15.2pp | 78.8%+1.4pp | 57.2%+23.0pp |
| Annual return | 11.42% | 18.14%-6.7pp | 64.87%-53.5pp | 31.67%-20.2pp |
| Employer contribution / active EE | $743 | $2,419-69.3% | $4,294-82.7% | $2,019-63.2% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $713 | $3,949-82.0% | $14,586-95.1% | $3,203-77.8% |