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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 | $12,952 | $78,707-83.5% | $117,861-89.0% | $70,126-81.5% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 10.94% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $3,352 | $2,223+50.8% | $3,786-11.5% | $2,343+43.1% |
| Participant deferral / active EE | $2,108 | $3,297-36.1% | $4,482-53.0% | $3,332-36.7% |
| Admin fee / account holder | $395 | $5,066-92.2% | $8,021-95.1% | $4,645-91.5% |