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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 | $14,751 | $102,422-85.6% | $147,117-90.0% | $80,959-81.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 11.03% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,004 | $3,717-73.0% | $4,932-79.6% | $2,757-63.6% |
| Participant deferral / active EE | $3,838 | $6,652-42.3% | $8,065-52.4% | $4,300-10.7% |
| Admin fee / account holder | $1,145 | $7,953-85.6% | $12,993-91.2% | $6,925-83.5% |