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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 | $17,141 | $71,215-75.9% | $93,696-81.7% | $80,935-78.8% |
| Participation rate | 72.4% | 60.4%+12.0pp | 68.7%+3.7pp | 67.7%+4.8pp |
| Annual return | 5.89% | 11.27%-5.4pp | 133.74%-127.9pp | 35.66%-29.8pp |
| Employer contribution / active EE | $2,931 | $1,565+87.3% | $2,422+21.0% | $2,757+6.3% |
| Participant deferral / active EE | $2,233 | $4,037-44.7% | $4,417-49.4% | $4,299-48.1% |
| Admin fee / account holder | $2,103 | $6,958-69.8% | $8,287-74.6% | $6,924-69.6% |