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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 | $12,802 | $102,382-87.5% | $147,005-91.3% | $80,874-84.2% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 11.62% | 134.89%-123.3pp | 418.76%-407.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,023 | $3,715-45.6% | $4,934-59.0% | $2,756-26.6% |
| Participant deferral / active EE | $3,630 | $6,646-45.4% | $8,070-55.0% | $4,297-15.5% |
| Admin fee / account holder | $1,152 | $7,942-85.5% | $13,006-91.1% | $6,935-83.4% |