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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 | $20,576 | $227,291-90.9% | $214,702-90.4% | $155,188-86.7% |
| Participation rate | 94.7% | 88.0%+6.8pp | 87.5%+7.3pp | 80.8%+13.9pp |
| Annual return | 8.28% | 60.08%-51.8pp | 54.55%-46.3pp | 148.84%-140.6pp |
| Employer contribution / active EE | $2,097 | $6,772-69.0% | $6,461-67.5% | $4,248-50.6% |
| Participant deferral / active EE | $4,234 | $9,582-55.8% | $9,147-53.7% | $6,531-35.2% |
| Admin fee / account holder | $796 | $20,413-96.1% | $19,830-96.0% | $14,480-94.5% |