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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 | $11,905 | $85,169-86.0% | $172,755-93.1% | $72,983-83.7% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 13.95% | 27.32%-13.4pp | 802.94%-789.0pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,873 | $3,324-43.7% | $5,144-63.6% | $2,440-23.3% |
| Participant deferral / active EE | $1,684 | $3,260-48.3% | $5,198-67.6% | $3,608-53.3% |
| Admin fee / account holder | $810 | $5,880-86.2% | $13,955-94.2% | $5,124-84.2% |