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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 | $9,568 | $102,385-90.7% | $147,080-93.5% | $80,935-88.2% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 9.11% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,493 | $3,717-59.8% | $4,933-69.7% | $2,757-45.8% |
| Participant deferral / active EE | $2,989 | $6,651-55.1% | $8,066-62.9% | $4,299-30.5% |
| Admin fee / account holder | $828 | $7,951-89.6% | $12,989-93.6% | $6,924-88.0% |