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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 | $24,836 | $98,766-74.9% | $149,730-83.4% | $79,852-68.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 8.21% | 27.43%-19.2pp | 276.70%-268.5pp | 31.72%-23.5pp |
| Employer contribution / active EE | $1,507 | $3,217-53.2% | $4,645-67.6% | $2,471-39.0% |
| Participant deferral / active EE | $2,932 | $5,681-48.4% | $6,843-57.2% | $3,740-21.6% |
| Admin fee / account holder | $1,077 | $6,052-82.2% | $9,310-88.4% | $5,306-79.7% |