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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 | $20,846 | $102,422-79.6% | $147,117-85.8% | $80,959-74.3% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.7pp | 67.7%+15.3pp |
| Annual return | 11.78% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,046 | $3,717-71.9% | $4,932-78.8% | $2,757-62.1% |
| Participant deferral / active EE | $3,398 | $6,652-48.9% | $8,065-57.9% | $4,300-21.0% |
| Admin fee / account holder | $1,697 | $7,953-78.7% | $12,993-86.9% | $6,925-75.5% |