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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 | $2,874 | $88,778-96.8% | $81,844-96.5% | $145,884-98.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 9.38% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $758 | $3,087-75.5% | $2,916-74.0% | $4,662-83.8% |
| Participant deferral / active EE | $961 | $4,648-79.3% | $4,323-77.8% | $6,690-85.6% |
| Admin fee / account holder | $1,631 | $8,430-80.7% | $7,355-77.8% | $13,392-87.8% |