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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 | $20,532 | $98,766-79.2% | $149,730-86.3% | $79,852-74.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 9.97% | 27.43%-17.5pp | 276.70%-266.7pp | 31.72%-21.7pp |
| Employer contribution / active EE | $1,960 | $3,217-39.1% | $4,645-57.8% | $2,471-20.7% |
| Participant deferral / active EE | $2,736 | $5,681-51.8% | $6,843-60.0% | $3,740-26.8% |
| Admin fee / account holder | $890 | $6,052-85.3% | $9,310-90.4% | $5,306-83.2% |