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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 | $13,420 | $178,174-92.5% | $156,181-91.4% | $137,256-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.90% | 84.19%-78.3pp | 64.87%-59.0pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,645 | $4,972-66.9% | $4,294-61.7% | $4,156-60.4% |
| Participant deferral / active EE | $3,636 | $6,888-47.2% | $6,132-40.7% | $6,407-43.2% |
| Admin fee / account holder | $2,667 | $17,404-84.7% | $14,586-81.7% | $12,270-78.3% |