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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 | $14,600 | $166,242-91.2% | $165,071-91.2% | $145,884-90.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 8.15% | 100.44%-92.3pp | 70.17%-62.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,065 | $5,283-60.9% | $4,347-52.5% | $4,662-55.7% |
| Participant deferral / active EE | $2,867 | $6,964-58.8% | $6,035-52.5% | $6,690-57.1% |
| Admin fee / account holder | $873 | $16,658-94.8% | $12,695-93.1% | $13,392-93.5% |