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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 | $10,666 | $111,785-90.5% | $93,669-88.6% | $145,877-92.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 6.88% | 203.79%-196.9pp | 133.59%-126.7pp | 551.28%-544.4pp |
| Employer contribution / active EE | $1,420 | $3,096-54.1% | $2,424-41.4% | $4,663-69.6% |
| Participant deferral / active EE | $3,017 | $4,919-38.7% | $4,416-31.7% | $6,691-54.9% |
| Admin fee / account holder | $506 | $10,256-95.1% | $8,291-93.9% | $13,402-96.2% |