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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 | $102,429-87.5% | $147,096-91.3% | $80,925-84.2% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 11.62% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,023 | $3,716-45.6% | $4,936-59.0% | $2,756-26.6% |
| Participant deferral / active EE | $3,630 | $6,649-45.4% | $8,071-55.0% | $4,299-15.5% |
| Admin fee / account holder | $1,152 | $7,957-85.5% | $13,005-91.1% | $6,940-83.4% |