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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 | $25,206 | $101,798-75.2% | $165,071-84.7% | $80,935-68.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.71% | 16.73%-9.0pp | 70.17%-62.5pp | 35.66%-28.0pp |
| Employer contribution / active EE | $9,532 | $2,954+222.6% | $4,347+119.3% | $2,757+245.8% |
| Participant deferral / active EE | $3,584 | $4,476-19.9% | $6,035-40.6% | $4,299-16.6% |
| Admin fee / account holder | $951 | $8,221-88.4% | $12,695-92.5% | $6,924-86.3% |