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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 | $10,516 | $52,279-79.9% | $89,414-88.2% | $79,852-86.8% |
| Participation rate | 86.3% | 57.5%+28.7pp | 68.0%+18.3pp | 69.6%+16.6pp |
| Annual return | 8.51% | 22.16%-13.6pp | 245.50%-237.0pp | 31.72%-23.2pp |
| Employer contribution / active EE | $950 | $1,572-39.6% | $2,586-63.3% | $2,471-61.6% |
| Participant deferral / active EE | $2,987 | $2,740+9.0% | $3,890-23.2% | $3,740-20.2% |
| Admin fee / account holder | $3,385 | $3,356+0.9% | $4,883-30.7% | $5,306-36.2% |