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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 | $20,638 | $232,540-91.1% | $185,117-88.9% | $147,586-86.0% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 4.95% | 43.03%-38.1pp | 40.50%-35.5pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,893 | $5,195-63.6% | $4,182-54.7% | $4,876-61.2% |
| Participant deferral / active EE | $2,615 | $5,834-55.2% | $5,045-48.2% | $5,439-51.9% |
| Admin fee / account holder | $4,575 | $10,275-55.5% | $8,159-43.9% | $10,886-58.0% |