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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 | $29,027 | $197,625-85.3% | $177,840-83.7% | $158,966-81.7% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 4.48% | 58.76%-54.3pp | 48.32%-43.8pp | 302.95%-298.5pp |
| Employer contribution / active EE | $1,729 | $6,698-74.2% | $5,919-70.8% | $4,762-63.7% |
| Participant deferral / active EE | $6,313 | $8,405-24.9% | $7,714-18.2% | $5,983+5.5% |
| Admin fee / account holder | $7,767 | $15,405-49.6% | $12,431-37.5% | $11,250-31.0% |