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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 | $14,944 | $85,766-82.6% | $136,298-89.0% | $70,126-78.7% |
| Participation rate | 86.4% | 74.2%+12.2pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 13.73% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,900 | $2,966-2.2% | $4,696-38.2% | $2,343+23.8% |
| Participant deferral / active EE | $3,149 | $5,051-37.7% | $6,247-49.6% | $3,332-5.5% |
| Admin fee / account holder | $1,787 | $5,421-67.0% | $9,244-80.7% | $4,645-61.5% |