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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 | $8,770 | $150,435-94.2% | $120,580-92.7% | $145,897-94.0% |
| Participation rate | 91.7% | 78.8%+12.9pp | 72.0%+19.7pp | 80.3%+11.4pp |
| Annual return | 8.55% | 154.60%-146.0pp | 107.48%-98.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,766 | $4,352-59.4% | $3,469-49.1% | $4,663-62.1% |
| Participant deferral / active EE | $3,619 | $6,174-41.4% | $4,995-27.6% | $6,689-45.9% |
| Admin fee / account holder | $302 | $12,182-97.5% | $9,418-96.8% | $13,390-97.7% |