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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 | $87,059-86.1% | $105,608-88.6% | $80,925-85.1% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.7%+24.0pp |
| Annual return | 5.60% | 17.05%-11.4pp | 116.50%-110.9pp | 35.65%-30.0pp |
| Employer contribution / active EE | $1,229 | $2,396-48.7% | $3,167-61.2% | $2,756-55.4% |
| Participant deferral / active EE | $4,263 | $3,986+6.9% | $5,010-14.9% | $4,299-0.8% |
| Admin fee / account holder | $2,436 | $8,443-71.2% | $11,028-77.9% | $6,940-64.9% |