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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 | $13,541 | $160,028-91.5% | $147,080-90.8% | $145,884-90.7% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 8.15% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,974 | $5,286-62.7% | $4,933-60.0% | $4,662-57.7% |
| Participant deferral / active EE | $2,700 | $8,422-67.9% | $8,066-66.5% | $6,690-59.6% |
| Admin fee / account holder | $3,011 | $15,030-80.0% | $12,989-76.8% | $13,392-77.5% |