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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 | $23,281 | $98,776-76.4% | $149,745-84.5% | $79,856-70.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 11.70% | 27.38%-15.7pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,903 | $3,217-40.9% | $4,646-59.0% | $2,471-23.0% |
| Participant deferral / active EE | $3,145 | $5,681-44.6% | $6,843-54.0% | $3,741-15.9% |
| Admin fee / account holder | $5,546 | $6,053-8.4% | $9,312-40.4% | $5,306+4.5% |