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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 | $16,913 | $125,190-86.5% | $105,624-84.0% | $145,897-88.4% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 6.86% | 225.22%-218.4pp | 116.20%-109.3pp | 552.29%-545.4pp |
| Employer contribution / active EE | $931 | $3,720-75.0% | $3,168-70.6% | $4,663-80.0% |
| Participant deferral / active EE | $6,894 | $5,716+20.6% | $5,013+37.5% | $6,689+3.1% |
| Admin fee / account holder | $968 | $17,138-94.4% | $10,961-91.2% | $13,390-92.8% |