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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 | $8,517 | $102,422-91.7% | $147,117-94.2% | $80,959-89.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.71% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,715 | $3,717-27.0% | $4,932-45.0% | $2,757-1.5% |
| Participant deferral / active EE | $3,278 | $6,652-50.7% | $8,065-59.3% | $4,300-23.8% |
| Admin fee / account holder | $641 | $7,953-91.9% | $12,993-95.1% | $6,925-90.7% |