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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 | $12,381 | $148,623-91.7% | $135,974-90.9% | $139,466-91.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 2.01% | 79.30%-77.3pp | 68.30%-66.3pp | 373.66%-371.7pp |
| Employer contribution / active EE | $3,136 | $5,246-40.2% | $4,859-35.5% | $4,754-34.0% |
| Participant deferral / active EE | $5,645 | $8,103-30.3% | $7,760-27.3% | $6,712-15.9% |
| Admin fee / account holder | $1,062 | $12,406-91.4% | $10,767-90.1% | $11,409-90.7% |