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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 | $21,045 | $102,393-79.4% | $147,041-85.7% | $80,911-74.0% |
| Participation rate | 73.8% | 75.9%-2.0pp | 82.2%-8.4pp | 67.6%+6.2pp |
| Annual return | 9.99% | 134.95%-125.0pp | 419.21%-409.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,740 | $3,715-53.2% | $4,935-64.7% | $2,756-36.8% |
| Participant deferral / active EE | $3,588 | $6,647-46.0% | $8,071-55.5% | $4,297-16.5% |
| Admin fee / account holder | $728 | $7,943-90.8% | $13,006-94.4% | $6,935-89.5% |