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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 | $24,198 | $91,559-73.6% | $133,959-81.9% | $79,858-69.7% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.1pp |
| Annual return | 4.58% | 61.85%-57.3pp | 45.09%-40.5pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,208 | $2,384-49.3% | $3,919-69.2% | $2,471-51.1% |
| Participant deferral / active EE | $2,181 | $3,734-41.6% | $5,047-56.8% | $3,740-41.7% |
| Admin fee / account holder | $3,054 | $6,321-51.7% | $8,928-65.8% | $5,306-42.4% |