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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 | $10,092 | $78,707-87.2% | $117,861-91.4% | $70,126-85.6% |
| Participation rate | 77.5% | 73.2%+4.3pp | 79.7%-2.2pp | 69.5%+8.0pp |
| Annual return | 7.67% | 23.30%-15.6pp | 335.11%-327.4pp | 73.15%-65.5pp |
| Employer contribution / active EE | $2,054 | $2,223-7.6% | $3,786-45.8% | $2,343-12.3% |
| Participant deferral / active EE | $2,988 | $3,297-9.4% | $4,482-33.3% | $3,332-10.3% |
| Admin fee / account holder | $1,610 | $5,066-68.2% | $8,021-79.9% | $4,645-65.3% |