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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 | $15,009 | $102,422-85.3% | $147,117-89.8% | $80,959-81.5% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 9.95% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,637 | $3,717-56.0% | $4,932-66.8% | $2,757-40.6% |
| Participant deferral / active EE | $2,941 | $6,652-55.8% | $8,065-63.5% | $4,300-31.6% |
| Admin fee / account holder | $1,811 | $7,953-77.2% | $12,993-86.1% | $6,925-73.8% |