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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 | $20,828 | $102,422-79.7% | $147,117-85.8% | $80,959-74.3% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 11.40% | 135.16%-123.8pp | 420.54%-409.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,234 | $3,717-39.9% | $4,932-54.7% | $2,757-19.0% |
| Participant deferral / active EE | $4,806 | $6,652-27.8% | $8,065-40.4% | $4,300+11.8% |
| Admin fee / account holder | $1,240 | $7,953-84.4% | $12,993-90.5% | $6,925-82.1% |