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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 | $16,874 | $166,242-89.8% | $165,071-89.8% | $145,884-88.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.29% | 100.44%-93.2pp | 70.17%-62.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,889 | $5,283-64.2% | $4,347-56.6% | $4,662-59.5% |
| Participant deferral / active EE | $4,813 | $6,964-30.9% | $6,035-20.2% | $6,690-28.0% |
| Admin fee / account holder | $3,681 | $16,658-77.9% | $12,695-71.0% | $13,392-72.5% |