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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 | $23,597 | $102,393-77.0% | $147,041-84.0% | $80,911-70.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 11.68% | 134.95%-123.3pp | 419.21%-407.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $2,657 | $3,715-28.5% | $4,935-46.2% | $2,756-3.6% |
| Participant deferral / active EE | $2,659 | $6,647-60.0% | $8,071-67.1% | $4,297-38.1% |
| Admin fee / account holder | $2,591 | $7,943-67.4% | $13,006-80.1% | $6,935-62.6% |