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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 | $12,476 | $91,198-86.3% | $178,503-93.0% | $79,856-84.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.34% | 24.20%-14.9pp | 151.12%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,196 | $3,257-32.6% | $5,011-56.2% | $2,471-11.1% |
| Participant deferral / active EE | $1,451 | $3,237-55.2% | $5,202-72.1% | $3,741-61.2% |
| Admin fee / account holder | $1,218 | $6,748-81.9% | $13,987-91.3% | $5,306-77.0% |