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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 | $22,613 | $98,776-77.1% | $149,745-84.9% | $79,856-71.7% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 7.74% | 27.38%-19.6pp | 276.72%-269.0pp | 31.71%-24.0pp |
| Employer contribution / active EE | $6,201 | $3,217+92.7% | $4,646+33.5% | $2,471+150.9% |
| Participant deferral / active EE | $2,880 | $5,681-49.3% | $6,843-57.9% | $3,741-23.0% |
| Admin fee / account holder | $4,692 | $6,053-22.5% | $9,312-49.6% | $5,306-11.6% |