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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 | $13,499 | $129,737-89.6% | $119,126-88.7% | $154,746-91.3% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 7.13% | 379.08%-371.9pp | 282.11%-275.0pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,768 | $4,375-59.6% | $4,034-56.2% | $4,379-59.6% |
| Participant deferral / active EE | $3,520 | $5,842-39.7% | $5,318-33.8% | $6,730-47.7% |
| Admin fee / account holder | $3,560 | $11,961-70.2% | $10,693-66.7% | $14,365-75.2% |