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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 | $13,151 | $65,361-79.9% | $92,903-85.8% | $72,983-82.0% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 10.66% | 42.11%-31.4pp | 109.43%-98.8pp | 81.01%-70.4pp |
| Employer contribution / active EE | $2,927 | $2,594+12.8% | $3,653-19.9% | $2,440+19.9% |
| Participant deferral / active EE | $2,196 | $3,128-29.8% | $4,238-48.2% | $3,608-39.1% |
| Admin fee / account holder | $803 | $4,251-81.1% | $5,795-86.1% | $5,124-84.3% |