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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 | $15,682 | $152,619-89.7% | $125,195-87.5% | $152,909-89.7% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 4.50% | 54.85%-50.3pp | 43.79%-39.3pp | 345.46%-341.0pp |
| Employer contribution / active EE | $2,482 | $4,947-49.8% | $3,866-35.8% | $4,764-47.9% |
| Participant deferral / active EE | $4,375 | $5,869-25.5% | $4,937-11.4% | $5,851-25.2% |
| Admin fee / account holder | $2,060 | $13,437-84.7% | $9,704-78.8% | $11,601-82.2% |