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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 | $9,267 | $102,422-91.0% | $147,117-93.7% | $80,959-88.6% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 10.62% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,832 | $3,717-50.7% | $4,932-62.9% | $2,757-33.6% |
| Participant deferral / active EE | $4,416 | $6,652-33.6% | $8,065-45.2% | $4,300+2.7% |
| Admin fee / account holder | $846 | $7,953-89.4% | $12,993-93.5% | $6,925-87.8% |