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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 | $12,672 | $89,370-85.8% | $141,197-91.0% | $72,976-82.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 8.71% | 111.88%-103.2pp | 71.41%-62.7pp | 81.02%-72.3pp |
| Employer contribution / active EE | $794 | $3,115-74.5% | $4,736-83.2% | $2,440-67.5% |
| Participant deferral / active EE | $3,526 | $5,419-34.9% | $6,710-47.5% | $3,608-2.3% |
| Admin fee / account holder | $1,310 | $5,957-78.0% | $10,265-87.2% | $5,124-74.4% |