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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 | $17,236 | $217,427-92.1% | $185,837-90.7% | $167,518-89.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.57% | 148.39%-139.8pp | 122.08%-113.5pp | 478.71%-470.1pp |
| Employer contribution / active EE | $2,982 | $5,874-49.2% | $5,168-42.3% | $4,838-38.4% |
| Participant deferral / active EE | $4,063 | $6,357-36.1% | $5,568-27.0% | $6,342-35.9% |
| Admin fee / account holder | $631 | $19,816-96.8% | $16,241-96.1% | $12,312-94.9% |