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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 | $19,919 | $223,823-91.1% | $211,142-90.6% | $154,746-87.1% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 7.88% | 50.39%-42.5pp | 46.84%-39.0pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,717 | $6,787-74.7% | $6,442-73.3% | $4,379-60.8% |
| Participant deferral / active EE | $4,073 | $9,750-58.2% | $9,284-56.1% | $6,730-39.5% |
| Admin fee / account holder | $5,521 | $19,707-72.0% | $19,076-71.1% | $14,365-61.6% |