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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 | $14,606 | $154,228-90.5% | $145,433-90.0% | $137,256-89.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.75% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,320 | $4,804-72.5% | $4,554-71.0% | $4,156-68.2% |
| Participant deferral / active EE | $2,593 | $8,216-68.4% | $7,897-67.2% | $6,407-59.5% |
| Admin fee / account holder | $1,877 | $14,344-86.9% | $13,129-85.7% | $12,270-84.7% |