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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 | $14,689 | $226,105-93.5% | $182,540-92.0% | $152,897-90.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.5%-11.0pp |
| Annual return | 6.00% | 192.58%-186.6pp | 148.58%-142.6pp | 345.43%-339.4pp |
| Employer contribution / active EE | $985 | $4,978-80.2% | $4,076-75.8% | $4,764-79.3% |
| Participant deferral / active EE | $1,723 | $6,370-72.9% | $5,525-68.8% | $5,851-70.6% |
| Admin fee / account holder | $468 | $10,706-95.6% | $8,593-94.6% | $11,599-96.0% |