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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 | $14,765 | $160,028-90.8% | $147,080-90.0% | $145,884-89.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 7.25% | 98.60%-91.3pp | 420.17%-412.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,040 | $5,286-80.3% | $4,933-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $3,181 | $8,422-62.2% | $8,066-60.6% | $6,690-52.5% |
| Admin fee / account holder | $486 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |