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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 | $16,285 | $148,623-89.0% | $135,974-88.0% | $139,466-88.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 11.98% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,054 | $8,103+11.7% | $7,760+16.7% | $6,712+34.9% |
| Admin fee / account holder | $5,759 | $12,406-53.6% | $10,767-46.5% | $11,409-49.5% |