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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 | $24,839 | $201,370-87.7% | $184,256-86.5% | $145,897-83.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.36% | 29.05%-21.7pp | 28.85%-21.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $4,883 | $7,024-30.5% | $6,427-24.0% | $4,663+4.7% |
| Participant deferral / active EE | $6,100 | $9,808-37.8% | $9,133-33.2% | $6,689-8.8% |
| Admin fee / account holder | $905 | $16,364-94.5% | $13,899-93.5% | $13,390-93.2% |