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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 | $23,074 | $217,432-89.4% | $185,849-87.6% | $167,536-86.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.36% | 148.42%-140.1pp | 122.10%-113.7pp | 478.82%-470.5pp |
| Employer contribution / active EE | $1,842 | $5,875-68.7% | $5,169-64.4% | $4,839-61.9% |
| Participant deferral / active EE | $5,489 | $6,357-13.7% | $5,569-1.4% | $6,342-13.5% |
| Admin fee / account holder | $772 | $19,818-96.1% | $16,244-95.3% | $12,315-93.7% |