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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 | $16,154 | $55,457-70.9% | $77,361-79.1% | $94,015-82.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.81% | 15.57%-6.8pp | 1011.54%-1002.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $770 | $2,255-65.9% | $2,990-74.3% | $2,790-72.4% |
| Participant deferral / active EE | $1,332 | $3,069-56.6% | $3,911-65.9% | $4,249-68.7% |
| Admin fee / account holder | $745 | $4,334-82.8% | $5,894-87.4% | $8,951-91.7% |