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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 | $10,860 | $160,040-93.2% | $147,096-92.6% | $145,877-92.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.19% | 98.49%-92.3pp | 419.75%-413.6pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,389 | $5,289-73.7% | $4,936-71.9% | $4,663-70.2% |
| Participant deferral / active EE | $3,684 | $8,429-56.3% | $8,071-54.4% | $6,691-44.9% |
| Admin fee / account holder | $532 | $15,050-96.5% | $13,005-95.9% | $13,402-96.0% |