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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 | $21,557 | $102,382-78.9% | $147,005-85.3% | $80,874-73.3% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 10.12% | 134.89%-124.8pp | 418.76%-408.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,819 | $3,715-51.0% | $4,934-63.1% | $2,756-34.0% |
| Participant deferral / active EE | $4,106 | $6,646-38.2% | $8,070-49.1% | $4,297-4.4% |
| Admin fee / account holder | $5,466 | $7,942-31.2% | $13,006-58.0% | $6,935-21.2% |