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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 | $13,128 | $102,429-87.2% | $147,096-91.1% | $80,925-83.8% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 10.10% | 135.02%-124.9pp | 419.75%-409.7pp | 35.65%-25.6pp |
| Employer contribution / active EE | $2,068 | $3,716-44.3% | $4,936-58.1% | $2,756-25.0% |
| Participant deferral / active EE | $3,739 | $6,649-43.8% | $8,071-53.7% | $4,299-13.0% |
| Admin fee / account holder | $1,280 | $7,957-83.9% | $13,005-90.2% | $6,940-81.6% |