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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 | $12,008 | $95,406-87.4% | $185,849-93.5% | $85,847-86.0% |
| Participation rate | 81.5% | 68.8%+12.7pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 5.98% | 23.59%-17.6pp | 122.10%-116.1pp | 318.61%-312.6pp |
| Employer contribution / active EE | $2,073 | $3,314-37.4% | $5,169-59.9% | $2,565-19.2% |
| Participant deferral / active EE | $4,622 | $3,424+35.0% | $5,569-17.0% | $3,952+16.9% |
| Admin fee / account holder | $1,793 | $7,214-75.1% | $16,244-89.0% | $6,261-71.4% |