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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 | $14,721 | $212,386-93.1% | $199,883-92.6% | $138,895-89.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.34% | 47.75%-36.4pp | 43.81%-32.5pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,614 | $6,625-75.6% | $6,261-74.2% | $4,194-61.5% |
| Participant deferral / active EE | $5,326 | $9,617-44.6% | $9,138-41.7% | $6,396-16.7% |
| Admin fee / account holder | $4,723 | $18,233-74.1% | $17,268-72.6% | $12,562-62.4% |