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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 | $13,608 | $124,351-89.1% | $109,188-87.5% | $167,553-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.44% | 26.04%-18.6pp | 25.76%-18.3pp | 478.89%-471.5pp |
| Employer contribution / active EE | $1,712 | $4,210-59.3% | $3,723-54.0% | $4,840-64.6% |
| Participant deferral / active EE | $2,567 | $5,257-51.2% | $4,654-44.8% | $6,343-59.5% |
| Admin fee / account holder | $1,430 | $7,975-82.1% | $6,755-78.8% | $12,316-88.4% |