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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 | $10,625 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.03% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $979 | $4,853-79.8% | $4,593-78.7% | $4,194-76.7% |
| Participant deferral / active EE | $6,172 | $8,237-25.1% | $7,906-21.9% | $6,396-3.5% |
| Admin fee / account holder | $2,779 | $14,976-81.4% | $13,708-79.7% | $12,562-77.9% |