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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 | $19,025 | $157,276-87.9% | $141,177-86.5% | $152,885-87.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 14.15% | 64.33%-50.2pp | 71.40%-57.3pp | 345.39%-331.2pp |
| Employer contribution / active EE | $2,162 | $5,262-58.9% | $4,736-54.4% | $4,763-54.6% |
| Participant deferral / active EE | $3,012 | $7,110-57.6% | $6,710-55.1% | $5,851-48.5% |
| Admin fee / account holder | $1,725 | $12,123-85.8% | $10,263-83.2% | $11,598-85.1% |