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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 | $23,488 | $102,422-77.1% | $147,117-84.0% | $80,959-71.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.34% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,959 | $3,717-47.3% | $4,932-60.3% | $2,757-29.0% |
| Participant deferral / active EE | $4,930 | $6,652-25.9% | $8,065-38.9% | $4,300+14.6% |
| Admin fee / account holder | $440 | $7,953-94.5% | $12,993-96.6% | $6,925-93.7% |