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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 | $12,344 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 7.83% | 98.60%-90.8pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,795 | $5,286-47.1% | $4,933-43.3% | $4,662-40.0% |
| Participant deferral / active EE | $4,314 | $8,422-48.8% | $8,066-46.5% | $6,690-35.5% |
| Admin fee / account holder | $12,496 | $15,030-16.9% | $12,989-3.8% | $13,392-6.7% |