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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 | $12,082 | $87,132-86.1% | $105,624-88.6% | $80,959-85.1% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.7%+24.0pp |
| Annual return | 5.60% | 17.03%-11.4pp | 116.20%-110.6pp | 35.67%-30.1pp |
| Employer contribution / active EE | $1,229 | $2,397-48.7% | $3,168-61.2% | $2,757-55.4% |
| Participant deferral / active EE | $4,263 | $3,985+7.0% | $5,013-15.0% | $4,300-0.9% |
| Admin fee / account holder | $2,436 | $8,449-71.2% | $10,961-77.8% | $6,925-64.8% |