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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 | $10,101 | $87,132-88.4% | $105,624-90.4% | $80,959-87.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 9.71% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,687 | $2,397-29.6% | $3,168-46.8% | $2,757-38.8% |
| Participant deferral / active EE | $2,989 | $3,985-25.0% | $5,013-40.4% | $4,300-30.5% |
| Admin fee / account holder | $1,277 | $8,449-84.9% | $10,961-88.4% | $6,925-81.6% |