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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 | $157,270-91.5% | $141,173-90.6% | $152,870-91.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 14.38% | 64.33%-50.0pp | 71.40%-57.0pp | 345.34%-331.0pp |
| Employer contribution / active EE | $2,787 | $5,261-47.0% | $4,735-41.1% | $4,763-41.5% |
| Participant deferral / active EE | $3,440 | $7,110-51.6% | $6,710-48.7% | $5,850-41.2% |
| Admin fee / account holder | $1,169 | $12,121-90.4% | $10,262-88.6% | $11,597-89.9% |