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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 | $10,555 | $93,617-88.7% | $135,982-92.2% | $75,177-86.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 14.75% | 30.89%-16.1pp | 68.32%-53.6pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,735 | $3,538-51.0% | $4,859-64.3% | $2,671-35.1% |
| Participant deferral / active EE | $4,329 | $6,406-32.4% | $7,760-44.2% | $4,126+4.9% |
| Admin fee / account holder | $1,734 | $6,980-75.2% | $10,767-83.9% | $5,651-69.3% |