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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 | $13,516 | $160,040-91.6% | $147,096-90.8% | $145,877-90.7% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.09% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,918 | $5,289-63.7% | $4,936-61.1% | $4,663-58.9% |
| Participant deferral / active EE | $5,280 | $8,429-37.4% | $8,071-34.6% | $6,691-21.1% |
| Admin fee / account holder | $6,974 | $15,050-53.7% | $13,005-46.4% | $13,402-48.0% |