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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 | $12,786 | $148,623-91.4% | $135,974-90.6% | $139,466-90.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 12.06% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,188 | $5,246-58.3% | $4,859-55.0% | $4,754-54.0% |
| Participant deferral / active EE | $4,882 | $8,103-39.8% | $7,760-37.1% | $6,712-27.3% |
| Admin fee / account holder | $520 | $12,406-95.8% | $10,767-95.2% | $11,409-95.4% |