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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 | $101,795-83.5% | $165,100-89.8% | $80,959-79.2% |
| Participation rate | 93.8% | 71.8%+21.9pp | 78.6%+15.1pp | 67.7%+26.1pp |
| Annual return | 4.91% | 16.73%-11.8pp | 70.21%-65.3pp | 35.67%-30.8pp |
| Employer contribution / active EE | $1,410 | $2,954-52.3% | $4,348-67.6% | $2,757-48.9% |
| Participant deferral / active EE | $4,181 | $4,476-6.6% | $6,035-30.7% | $4,300-2.8% |
| Admin fee / account holder | $1,085 | $8,221-86.8% | $12,696-91.5% | $6,925-84.3% |