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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 | $6,660 | $124,346-94.6% | $111,308-94.0% | $167,536-96.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 2.27% | 37.45%-35.2pp | 54.67%-52.4pp | 478.82%-476.5pp |
| Employer contribution / active EE | $980 | $3,437-71.5% | $2,732-64.1% | $4,839-79.8% |
| Participant deferral / active EE | $1,738 | $5,182-66.4% | $4,487-61.3% | $6,342-72.6% |
| Admin fee / account holder | $485 | $10,621-95.4% | $7,965-93.9% | $12,315-96.1% |