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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 | $12,334 | $160,040-92.3% | $147,096-91.6% | $145,877-91.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 7.11% | 98.49%-91.4pp | 419.75%-412.6pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,116 | $5,289-78.9% | $4,936-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $3,534 | $8,429-58.1% | $8,071-56.2% | $6,691-47.2% |
| Admin fee / account holder | $866 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |