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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 | $20,434 | $166,268-87.7% | $165,100-87.6% | $145,897-86.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 4.88% | 100.52%-95.6pp | 70.21%-65.3pp | 552.29%-547.4pp |
| Employer contribution / active EE | $2,937 | $5,284-44.4% | $4,348-32.5% | $4,663-37.0% |
| Participant deferral / active EE | $3,795 | $6,964-45.5% | $6,035-37.1% | $6,689-43.3% |
| Admin fee / account holder | $1,230 | $16,659-92.6% | $12,696-90.3% | $13,390-90.8% |