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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 | $7,627 | $102,638-92.6% | $81,982-90.7% | $158,982-95.2% |
| Participation rate | 86.4% | 75.5%+10.8pp | 69.3%+17.1pp | 82.0%+4.4pp |
| Annual return | 4.34% | 61.05%-56.7pp | 41.31%-37.0pp | 302.99%-298.7pp |
| Employer contribution / active EE | $584 | $3,241-82.0% | $2,498-76.6% | $4,763-87.7% |
| Participant deferral / active EE | $2,389 | $4,649-48.6% | $3,722-35.8% | $5,983-60.1% |
| Admin fee / account holder | $707 | $8,237-91.4% | $5,665-87.5% | $11,252-93.7% |