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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 | $12,557 | $95,415-86.8% | $185,851-93.2% | $85,851-85.4% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.3pp |
| Annual return | 8.31% | 23.59%-15.3pp | 122.11%-113.8pp | 318.63%-310.3pp |
| Employer contribution / active EE | $456 | $3,314-86.2% | $5,168-91.2% | $2,565-82.2% |
| Participant deferral / active EE | $1,212 | $3,424-64.6% | $5,569-78.2% | $3,952-69.3% |
| Admin fee / account holder | $2,741 | $7,215-62.0% | $16,245-83.1% | $6,261-56.2% |