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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 | $12,526 | $211,224-94.1% | $178,505-93.0% | $145,897-91.4% |
| Participation rate | 76.9% | 80.8%-3.9pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 7.28% | 30.28%-23.0pp | 27.16%-19.9pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,159 | $4,577-74.7% | $3,955-70.7% | $4,663-75.1% |
| Participant deferral / active EE | $2,561 | $6,966-63.2% | $6,280-59.2% | $6,689-61.7% |
| Admin fee / account holder | $531 | $12,109-95.6% | $10,428-94.9% | $13,390-96.0% |