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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 | $20,346 | $102,385-80.1% | $147,080-86.2% | $80,935-74.9% |
| Participation rate | 96.2% | 75.9%+20.4pp | 82.2%+14.0pp | 67.7%+28.6pp |
| Annual return | 10.53% | 135.09%-124.6pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $950 | $3,717-74.4% | $4,933-80.7% | $2,757-65.5% |
| Participant deferral / active EE | $4,627 | $6,651-30.4% | $8,066-42.6% | $4,299+7.6% |
| Admin fee / account holder | $937 | $7,951-88.2% | $12,989-92.8% | $6,924-86.5% |