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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 | $13,399 | $93,346-85.6% | $71,796-81.3% | $273,972-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.27% | 130.39%-130.1pp | 78.04%-77.8pp | 41.46%-41.2pp |
| Employer contribution / active EE | $3,251 | $2,733+18.9% | $1,924+68.9% | $4,869-33.2% |
| Participant deferral / active EE | $6,105 | $3,475+75.7% | $2,794+118.5% | $5,287+15.5% |
| Admin fee / account holder | $1,267 | $6,571-80.7% | $4,815-73.7% | $10,133-87.5% |