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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 | $10,740 | $183,592-94.1% | $155,574-93.1% | $145,877-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.39% | 61.37%-54.0pp | 64.87%-57.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,778 | $5,317-66.6% | $4,676-62.0% | $4,663-61.9% |
| Participant deferral / active EE | $2,467 | $6,466-61.8% | $5,629-56.2% | $6,691-63.1% |
| Admin fee / account holder | $1,599 | $19,316-91.7% | $15,914-90.0% | $13,402-88.1% |