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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 | $20,663 | $102,385-79.8% | $147,080-86.0% | $80,935-74.5% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 11.82% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,950 | $3,717-47.5% | $4,933-60.5% | $2,757-29.2% |
| Participant deferral / active EE | $4,745 | $6,651-28.7% | $8,066-41.2% | $4,299+10.4% |
| Admin fee / account holder | $1,087 | $7,951-86.3% | $12,989-91.6% | $6,924-84.3% |