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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 | $17,879 | $102,385-82.5% | $147,080-87.8% | $80,935-77.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.85% | 135.09%-126.2pp | 420.17%-411.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,942 | $3,717-47.8% | $4,933-60.6% | $2,757-29.6% |
| Participant deferral / active EE | $7,965 | $6,651+19.8% | $8,066-1.3% | $4,299+85.3% |
| Admin fee / account holder | $783 | $7,951-90.1% | $12,989-94.0% | $6,924-88.7% |