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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 | $26,572 | $81,208-67.3% | $98,920-73.1% | $79,856-66.7% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.2pp |
| Annual return | 6.06% | 60.99%-54.9pp | 196.47%-190.4pp | 31.71%-25.7pp |
| Employer contribution / active EE | $4,613 | $1,960+135.4% | $2,689+71.5% | $2,471+86.7% |
| Participant deferral / active EE | $3,699 | $3,265+13.3% | $4,245-12.9% | $3,741-1.1% |
| Admin fee / account holder | $816 | $6,013-86.4% | $6,643-87.7% | $5,306-84.6% |