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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 | $10,961 | $183,516-94.0% | $155,534-93.0% | $145,884-92.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $3,045 | $5,315-42.7% | $4,675-34.9% | $4,662-34.7% |
| Participant deferral / active EE | $5,535 | $6,467-14.4% | $5,630-1.7% | $6,690-17.3% |
| Admin fee / account holder | $3,215 | $19,293-83.3% | $15,900-79.8% | $13,392-76.0% |