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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 | $18,618 | $202,342-90.8% | $172,753-89.2% | $152,909-87.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 8.94% | 1029.88%-1020.9pp | 803.00%-794.1pp | 345.46%-336.5pp |
| Employer contribution / active EE | $1,508 | $5,857-74.3% | $5,144-70.7% | $4,764-68.4% |
| Participant deferral / active EE | $4,758 | $5,948-20.0% | $5,198-8.5% | $5,851-18.7% |
| Admin fee / account holder | $973 | $17,112-94.3% | $13,956-93.0% | $11,601-91.6% |