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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 | $3,856 | $118,869-96.8% | $96,575-96.0% | $167,518-97.7% |
| Participation rate | 81.0% | 75.5%+5.5pp | 69.8%+11.1pp | 82.1%-1.2pp |
| Annual return | 4.14% | 50.49%-46.4pp | 37.79%-33.7pp | 478.71%-474.6pp |
| Employer contribution / active EE | $1,186 | $3,120-62.0% | $2,357-49.7% | $4,838-75.5% |
| Participant deferral / active EE | $1,555 | $4,616-66.3% | $3,849-59.6% | $6,342-75.5% |
| Admin fee / account holder | $460 | $8,067-94.3% | $6,182-92.6% | $12,312-96.3% |