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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 | $23,790 | $102,385-76.8% | $147,080-83.8% | $80,935-70.6% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 11.65% | 135.09%-123.4pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,622 | $3,717-56.4% | $4,933-67.1% | $2,757-41.2% |
| Participant deferral / active EE | $4,984 | $6,651-25.1% | $8,066-38.2% | $4,299+15.9% |
| Admin fee / account holder | $706 | $7,951-91.1% | $12,989-94.6% | $6,924-89.8% |