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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 | $12,397 | $105,200-88.2% | $159,474-92.2% | $85,847-85.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 7.39% | 45.08%-37.7pp | 263.68%-256.3pp | 318.61%-311.2pp |
| Employer contribution / active EE | $1,593 | $3,319-52.0% | $4,831-67.0% | $2,565-37.9% |
| Participant deferral / active EE | $3,723 | $5,946-37.4% | $7,353-49.4% | $3,952-5.8% |
| Admin fee / account holder | $1,861 | $6,934-73.2% | $10,802-82.8% | $6,261-70.3% |