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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 | $14,895 | $176,105-91.5% | $159,474-90.7% | $167,536-91.1% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 6.31% | 331.91%-325.6pp | 263.68%-257.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $1,750 | $5,299-67.0% | $4,831-63.8% | $4,839-63.8% |
| Participant deferral / active EE | $4,308 | $7,751-44.4% | $7,353-41.4% | $6,342-32.1% |
| Admin fee / account holder | $1,885 | $12,559-85.0% | $10,802-82.5% | $12,315-84.7% |