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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 | $12,726 | $166,131-92.3% | $164,975-92.3% | $145,877-91.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 8.39% | 100.37%-92.0pp | 70.12%-61.7pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,884 | $5,276-64.3% | $4,343-56.6% | $4,663-59.6% |
| Participant deferral / active EE | $2,367 | $6,962-66.0% | $6,033-60.8% | $6,691-64.6% |
| Admin fee / account holder | $1,859 | $16,648-88.8% | $12,688-85.4% | $13,402-86.1% |