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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 | $8,062 | $211,224-96.2% | $178,505-95.5% | $145,897-94.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.12% | 30.28%-27.2pp | 27.16%-24.0pp | 552.29%-549.2pp |
| Employer contribution / active EE | $905 | $4,577-80.2% | $3,955-77.1% | $4,663-80.6% |
| Participant deferral / active EE | $2,138 | $6,966-69.3% | $6,280-66.0% | $6,689-68.0% |
| Admin fee / account holder | $685 | $12,109-94.3% | $10,428-93.4% | $13,390-94.9% |