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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 | $17,354 | $102,393-83.1% | $147,041-88.2% | $80,911-78.6% |
| Participation rate | 90.5% | 75.9%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 10.87% | 134.95%-124.1pp | 419.21%-408.3pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,516 | $3,715-59.2% | $4,935-69.3% | $2,756-45.0% |
| Participant deferral / active EE | $3,488 | $6,647-47.5% | $8,071-56.8% | $4,297-18.8% |
| Admin fee / account holder | $1,175 | $7,943-85.2% | $13,006-91.0% | $6,935-83.1% |