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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 | $19,104 | $99,994-80.9% | $146,643-87.0% | $85,847-77.7% |
| Participation rate | 96.9% | 73.1%+23.8pp | 80.1%+16.8pp | 69.3%+27.6pp |
| Annual return | 8.59% | 18.93%-10.3pp | 22.75%-14.2pp | 318.61%-310.0pp |
| Employer contribution / active EE | $4,688 | $2,559+83.2% | $4,137+13.3% | $2,565+82.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,276 | $7,703+7.4% | $10,280-19.5% | $6,261+32.2% |