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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 | $15,142 | $183,516-91.7% | $155,534-90.3% | $145,884-89.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 2.38% | 61.43%-59.0pp | 64.92%-62.5pp | 551.85%-549.5pp |
| Employer contribution / active EE | $1,122 | $5,315-78.9% | $4,675-76.0% | $4,662-75.9% |
| Participant deferral / active EE | $5,011 | $6,467-22.5% | $5,630-11.0% | $6,690-25.1% |
| Admin fee / account holder | $2,009 | $19,293-89.6% | $15,900-87.4% | $13,392-85.0% |