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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 | $11,409 | $176,120-93.5% | $159,487-92.8% | $167,553-93.2% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 9.17% | 331.95%-322.8pp | 263.71%-254.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $3,691 | $5,299-30.3% | $4,831-23.6% | $4,840-23.7% |
| Participant deferral / active EE | $3,080 | $7,752-60.3% | $7,354-58.1% | $6,343-51.4% |
| Admin fee / account holder | $1,399 | $12,561-88.9% | $10,804-87.0% | $12,316-88.6% |