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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 | $18,547 | $105,200-82.4% | $159,474-88.4% | $85,847-78.4% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 8.37% | 45.08%-36.7pp | 263.68%-255.3pp | 318.61%-310.2pp |
| Employer contribution / active EE | $764 | $3,319-77.0% | $4,831-84.2% | $2,565-70.2% |
| Participant deferral / active EE | $3,348 | $5,946-43.7% | $7,353-54.5% | $3,952-15.3% |
| Admin fee / account holder | $4,084 | $6,934-41.1% | $10,802-62.2% | $6,261-34.8% |