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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 | $10,690 | $202,460-94.7% | $169,385-93.7% | $139,456-92.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 2.57% | 532.07%-529.5pp | 405.82%-403.2pp | 373.45%-370.9pp |
| Employer contribution / active EE | $1,826 | $4,691-61.1% | $4,012-54.5% | $4,753-61.6% |
| Participant deferral / active EE | $2,017 | $6,938-70.9% | $6,221-67.6% | $6,711-69.9% |
| Admin fee / account holder | $471 | $10,719-95.6% | $9,011-94.8% | $11,407-95.9% |