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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 | $11,644 | $183,539-93.7% | $155,556-92.5% | $145,897-92.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 2.91% | 61.31%-58.4pp | 64.84%-61.9pp | 552.29%-549.4pp |
| Employer contribution / active EE | $1,809 | $5,315-66.0% | $4,675-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $1,955 | $6,467-69.8% | $5,631-65.3% | $6,689-70.8% |
| Admin fee / account holder | $3,025 | $19,275-84.3% | $15,885-81.0% | $13,390-77.4% |