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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 | $13,342 | $53,128-74.9% | $86,582-84.6% | $70,126-81.0% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 12.24% | 27.66%-15.4pp | 965.08%-952.8pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,256 | $2,068-39.3% | $2,839-55.8% | $2,343-46.4% |
| Participant deferral / active EE | $1,555 | $2,695-42.3% | $3,609-56.9% | $3,332-53.3% |
| Admin fee / account holder | $2,542 | $3,584-29.1% | $4,904-48.2% | $4,645-45.3% |