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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 | $18,636 | $157,296-88.2% | $141,191-86.8% | $152,897-87.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 7.73% | 64.34%-56.6pp | 71.41%-63.7pp | 345.43%-337.7pp |
| Employer contribution / active EE | $2,123 | $5,262-59.7% | $4,736-55.2% | $4,764-55.4% |
| Participant deferral / active EE | $6,287 | $7,111-11.6% | $6,710-6.3% | $5,851+7.4% |
| Admin fee / account holder | $6,098 | $12,125-49.7% | $10,264-40.6% | $11,599-47.4% |