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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 | $21,969 | $88,672-75.2% | $105,223-79.1% | $82,448-73.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.48% | 30.86%-22.4pp | 180.65%-172.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $7,066 | $3,048+131.8% | $3,689+91.6% | $2,551+177.0% |
| Participant deferral / active EE | $1,721 | $4,036-57.4% | $5,072-66.1% | $4,139-58.4% |
| Admin fee / account holder | $4,411 | $7,146-38.3% | $8,859-50.2% | $7,234-39.0% |