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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 | $29,434 | $198,457-85.2% | $170,435-82.7% | $147,586-80.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 8.30% | 257.30%-249.0pp | 205.94%-197.6pp | 578.59%-570.3pp |
| Employer contribution / active EE | $5,955 | $6,183-3.7% | $5,432+9.6% | $4,876+22.1% |
| Participant deferral / active EE | $3,398 | $5,629-39.6% | $4,939-31.2% | $5,439-37.5% |
| Admin fee / account holder | $1,687 | $16,852-90.0% | $13,881-87.8% | $10,886-84.5% |