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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 | $20,498 | $102,429-80.0% | $147,096-86.1% | $80,925-74.7% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 8.55% | 135.02%-126.5pp | 419.75%-411.2pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,818 | $3,716-51.1% | $4,936-63.2% | $2,756-34.0% |
| Participant deferral / active EE | $3,603 | $6,649-45.8% | $8,071-55.4% | $4,299-16.2% |
| Admin fee / account holder | $564 | $7,957-92.9% | $13,005-95.7% | $6,940-91.9% |