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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 | $16,519 | $71,215-76.8% | $93,696-82.4% | $80,935-79.6% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.7%+17.6pp |
| Annual return | 9.49% | 11.27%-1.8pp | 133.74%-124.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,553 | $1,565-0.8% | $2,422-35.9% | $2,757-43.7% |
| Participant deferral / active EE | $2,879 | $4,037-28.7% | $4,417-34.8% | $4,299-33.0% |
| Admin fee / account holder | $1,415 | $6,958-79.7% | $8,287-82.9% | $6,924-79.6% |