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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 | $22,122 | $102,422-78.4% | $147,117-85.0% | $80,959-72.7% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 7.98% | 135.16%-127.2pp | 420.54%-412.6pp | 35.67%-27.7pp |
| Employer contribution / active EE | $2,530 | $3,717-31.9% | $4,932-48.7% | $2,757-8.2% |
| Participant deferral / active EE | $3,744 | $6,652-43.7% | $8,065-53.6% | $4,300-12.9% |
| Admin fee / account holder | $1,793 | $7,953-77.5% | $12,993-86.2% | $6,925-74.1% |