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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 | $25,513 | $101,795-74.9% | $165,100-84.5% | $80,959-68.5% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 9.74% | 16.73%-7.0pp | 70.21%-60.5pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,000 | $2,954-32.3% | $4,348-54.0% | $2,757-27.5% |
| Participant deferral / active EE | $3,922 | $4,476-12.4% | $6,035-35.0% | $4,300-8.8% |
| Admin fee / account holder | $1,501 | $8,221-81.7% | $12,696-88.2% | $6,925-78.3% |