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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 | $20,088 | $165,361-87.9% | $149,715-86.6% | $158,950-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.58% | 348.24%-340.7pp | 276.66%-269.1pp | 302.91%-295.3pp |
| Employer contribution / active EE | $1,445 | $5,103-71.7% | $4,645-68.9% | $4,762-69.7% |
| Participant deferral / active EE | $3,456 | $7,182-51.9% | $6,842-49.5% | $5,983-42.2% |
| Admin fee / account holder | $641 | $10,808-94.1% | $9,310-93.1% | $11,248-94.3% |