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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 | $13,928 | $101,591-86.3% | $147,096-90.5% | $74,429-81.3% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-3.0pp | 67.2%+12.0pp |
| Annual return | 11.04% | 8746.45%-8735.4pp | 419.75%-408.7pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,403 | $3,813-63.2% | $4,936-71.6% | $2,625-46.5% |
| Participant deferral / active EE | $3,251 | $7,302-55.5% | $8,071-59.7% | $4,348-25.2% |
| Admin fee / account holder | $594 | $1,750-66.1% | $13,005-95.4% | $1,944-69.4% |