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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 | $20,128 | $81,208-75.2% | $98,920-79.7% | $79,852-74.8% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.7pp | 69.6%+8.1pp |
| Annual return | 9.84% | 60.99%-51.2pp | 196.47%-186.6pp | 31.72%-21.9pp |
| Employer contribution / active EE | $779 | $1,960-60.3% | $2,689-71.0% | $2,471-68.5% |
| Participant deferral / active EE | $1,422 | $3,265-56.4% | $4,245-66.5% | $3,740-62.0% |
| Admin fee / account holder | $2,469 | $6,013-58.9% | $6,643-62.8% | $5,306-53.5% |