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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 | $9,100 | $102,429-91.1% | $147,096-93.8% | $80,925-88.8% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 9.50% | 135.02%-125.5pp | 419.75%-410.2pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,436 | $3,716-61.4% | $4,936-70.9% | $2,756-47.9% |
| Participant deferral / active EE | $2,819 | $6,649-57.6% | $8,071-65.1% | $4,299-34.4% |
| Admin fee / account holder | $958 | $7,957-88.0% | $13,005-92.6% | $6,940-86.2% |