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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 | $11,538 | $166,242-93.1% | $165,071-93.0% | $145,884-92.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 4.10% | 100.44%-96.3pp | 70.17%-66.1pp | 551.85%-547.7pp |
| Employer contribution / active EE | $1,566 | $5,283-70.4% | $4,347-64.0% | $4,662-66.4% |
| Participant deferral / active EE | $3,514 | $6,964-49.5% | $6,035-41.8% | $6,690-47.5% |
| Admin fee / account holder | $483 | $16,658-97.1% | $12,695-96.2% | $13,392-96.4% |