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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 | $20,453 | $96,731-78.9% | $123,973-83.5% | $86,983-76.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 9.86% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $3,448 | $3,297+4.6% | $4,126-16.4% | $2,584+33.4% |
| Participant deferral / active EE | $2,428 | $4,152-41.5% | $5,247-53.7% | $4,194-42.1% |
| Admin fee / account holder | $1,086 | $8,722-87.5% | $11,799-90.8% | $7,856-86.2% |