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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 | $20,167 | $102,422-80.3% | $147,117-86.3% | $80,959-75.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 10.68% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,411 | $3,717-35.1% | $4,932-51.1% | $2,757-12.5% |
| Participant deferral / active EE | $2,781 | $6,652-58.2% | $8,065-65.5% | $4,300-35.3% |
| Admin fee / account holder | $557 | $7,953-93.0% | $12,993-95.7% | $6,925-92.0% |