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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 | $13,333 | $157,304-91.5% | $141,197-90.6% | $152,909-91.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 14.38% | 64.34%-50.0pp | 71.41%-57.0pp | 345.46%-331.1pp |
| Employer contribution / active EE | $2,787 | $5,263-47.0% | $4,736-41.2% | $4,764-41.5% |
| Participant deferral / active EE | $3,440 | $7,111-51.6% | $6,710-48.7% | $5,851-41.2% |
| Admin fee / account holder | $1,169 | $12,126-90.4% | $10,265-88.6% | $11,601-89.9% |