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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 | $5,086 | $154,228-96.7% | $145,433-96.5% | $137,256-96.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.58% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,357 | $4,804-50.9% | $4,554-48.2% | $4,156-43.3% |
| Participant deferral / active EE | $3,515 | $8,216-57.2% | $7,897-55.5% | $6,407-45.1% |
| Admin fee / account holder | $3,095 | $14,344-78.4% | $13,129-76.4% | $12,270-74.8% |