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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 | $4,392 | $56,134-92.2% | $96,161-95.4% | $85,856-94.9% |
| Participation rate | 72.2% | 56.7%+15.5pp | 68.4%+3.8pp | 69.3%+2.9pp |
| Annual return | 10.87% | 42.30%-31.4pp | 192.01%-181.1pp | 318.58%-307.7pp |
| Employer contribution / active EE | $565 | $1,620-65.1% | $2,798-79.8% | $2,565-78.0% |
| Participant deferral / active EE | $1,268 | $2,858-55.6% | $4,349-70.9% | $3,952-67.9% |
| Admin fee / account holder | $891 | $3,769-76.4% | $5,538-83.9% | $6,261-85.8% |