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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 | $17,306 | $101,591-83.0% | $147,096-88.2% | $74,429-76.7% |
| Participation rate | 70.1% | 75.5%-5.4pp | 82.2%-12.1pp | 67.2%+2.9pp |
| Annual return | 10.88% | 8746.45%-8735.6pp | 419.75%-408.9pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,247 | $3,813-67.3% | $4,936-74.7% | $2,625-52.5% |
| Participant deferral / active EE | $3,138 | $7,302-57.0% | $8,071-61.1% | $4,348-27.8% |
| Admin fee / account holder | $4,421 | $1,750+152.7% | $13,005-66.0% | $1,944+127.4% |