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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 | $10,747 | $183,516-94.1% | $155,534-93.1% | $145,884-92.6% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 7.84% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,067 | $5,315-79.9% | $4,675-77.2% | $4,662-77.1% |
| Participant deferral / active EE | $1,887 | $6,467-70.8% | $5,630-66.5% | $6,690-71.8% |
| Admin fee / account holder | $432 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |