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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 | $7,030 | $61,787-88.6% | $97,197-92.8% | $80,925-91.3% |
| Participation rate | 86.7% | 63.5%+23.2pp | 72.7%+14.0pp | 67.7%+19.0pp |
| Annual return | 10.27% | -558.16%+568.4pp | 75.47%-65.2pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,090 | $1,836-40.6% | $2,723-59.9% | $2,756-60.4% |
| Participant deferral / active EE | $2,630 | $3,027-13.1% | $4,263-38.3% | $4,299-38.8% |
| Admin fee / account holder | $1,134 | $5,170-78.1% | $5,637-79.9% | $6,940-83.7% |