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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 | $11,588 | $89,370-87.0% | $141,197-91.8% | $72,976-84.1% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 18.87% | 111.88%-93.0pp | 71.41%-52.5pp | 81.02%-62.1pp |
| Employer contribution / active EE | $1,037 | $3,115-66.7% | $4,736-78.1% | $2,440-57.5% |
| Participant deferral / active EE | $2,522 | $5,419-53.5% | $6,710-62.4% | $3,608-30.1% |
| Admin fee / account holder | $858 | $5,957-85.6% | $10,265-91.6% | $5,124-83.3% |