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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 | $12,066 | $148,623-91.9% | $135,974-91.1% | $139,466-91.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.33% | 79.30%-74.0pp | 68.30%-63.0pp | 373.66%-368.3pp |
| Employer contribution / active EE | $1,531 | $5,246-70.8% | $4,859-68.5% | $4,754-67.8% |
| Participant deferral / active EE | $5,758 | $8,103-28.9% | $7,760-25.8% | $6,712-14.2% |
| Admin fee / account holder | $1,134 | $12,406-90.9% | $10,767-89.5% | $11,409-90.1% |