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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 | $10,920 | $166,131-93.4% | $164,975-93.4% | $145,877-92.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 7.72% | 100.37%-92.6pp | 70.12%-62.4pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,112 | $5,276-60.0% | $4,343-51.4% | $4,663-54.7% |
| Participant deferral / active EE | $2,120 | $6,962-69.6% | $6,033-64.9% | $6,691-68.3% |
| Admin fee / account holder | $655 | $16,648-96.1% | $12,688-94.8% | $13,402-95.1% |