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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 | $12,867 | $117,846-89.1% | $102,434-87.4% | $145,884-91.2% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 6.39% | 31.90%-25.5pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,122 | $3,615-69.0% | $3,023-62.9% | $4,662-75.9% |
| Participant deferral / active EE | $3,018 | $5,733-47.4% | $5,055-40.3% | $6,690-54.9% |
| Admin fee / account holder | $1,067 | $13,356-92.0% | $9,462-88.7% | $13,392-92.0% |