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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 | $15,935 | $183,516-91.3% | $155,534-89.8% | $145,884-89.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.75% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,455 | $5,315-72.6% | $4,675-68.9% | $4,662-68.8% |
| Participant deferral / active EE | $3,426 | $6,467-47.0% | $5,630-39.1% | $6,690-48.8% |
| Admin fee / account holder | $2,072 | $19,293-89.3% | $15,900-87.0% | $13,392-84.5% |