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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 | $8,010 | $89,370-91.0% | $141,197-94.3% | $72,976-89.0% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 16.63% | 111.88%-95.2pp | 71.41%-54.8pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,153 | $3,115-63.0% | $4,736-75.7% | $2,440-52.7% |
| Participant deferral / active EE | $3,693 | $5,419-31.8% | $6,710-45.0% | $3,608+2.4% |
| Admin fee / account holder | $2,203 | $5,957-63.0% | $10,265-78.5% | $5,124-57.0% |