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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 | $11,337 | $157,276-92.8% | $141,177-92.0% | $152,885-92.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 9.09% | 64.33%-55.2pp | 71.40%-62.3pp | 345.39%-336.3pp |
| Employer contribution / active EE | $2,082 | $5,262-60.4% | $4,736-56.0% | $4,763-56.3% |
| Participant deferral / active EE | $6,490 | $7,110-8.7% | $6,710-3.3% | $5,851+10.9% |
| Admin fee / account holder | $425 | $12,123-96.5% | $10,263-95.9% | $11,598-96.3% |