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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 | $16,841 | $101,778-83.5% | $164,975-89.8% | $80,925-79.2% |
| Participation rate | 93.8% | 71.8%+21.9pp | 78.6%+15.1pp | 67.7%+26.1pp |
| Annual return | 4.91% | 16.73%-11.8pp | 70.12%-65.2pp | 35.65%-30.7pp |
| Employer contribution / active EE | $1,410 | $2,954-52.3% | $4,343-67.5% | $2,756-48.9% |
| Participant deferral / active EE | $4,181 | $4,477-6.6% | $6,033-30.7% | $4,299-2.7% |
| Admin fee / account holder | $1,085 | $8,221-86.8% | $12,688-91.5% | $6,940-84.4% |