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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 | $22,886 | $102,422-77.7% | $147,117-84.4% | $80,959-71.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 9.44% | 135.16%-125.7pp | 420.54%-411.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,456 | $3,717-60.8% | $4,932-70.5% | $2,757-47.2% |
| Participant deferral / active EE | $4,249 | $6,652-36.1% | $8,065-47.3% | $4,300-1.2% |
| Admin fee / account holder | $634 | $7,953-92.0% | $12,993-95.1% | $6,925-90.8% |