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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 | $25,045 | $162,821-84.6% | $133,978-81.3% | $158,982-84.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.07% | 41.95%-37.9pp | 45.10%-41.0pp | 302.99%-298.9pp |
| Employer contribution / active EE | $2,482 | $4,976-50.1% | $3,919-36.7% | $4,763-47.9% |
| Participant deferral / active EE | $5,737 | $5,910-2.9% | $5,047+13.7% | $5,983-4.1% |
| Admin fee / account holder | $2,086 | $11,742-82.2% | $8,930-76.6% | $11,252-81.5% |