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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 | $5,973 | $166,242-96.4% | $165,071-96.4% | $145,884-95.9% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.6%+10.9pp | 80.3%+9.2pp |
| Annual return | 4.03% | 100.44%-96.4pp | 70.17%-66.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,282 | $5,283-75.7% | $4,347-70.5% | $4,662-72.5% |
| Participant deferral / active EE | $2,228 | $6,964-68.0% | $6,035-63.1% | $6,690-66.7% |
| Admin fee / account holder | $762 | $16,658-95.4% | $12,695-94.0% | $13,392-94.3% |