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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 | $14,140 | $197,603-92.8% | $177,827-92.0% | $158,950-91.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 5.75% | 58.76%-53.0pp | 48.32%-42.6pp | 302.91%-297.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,892 | $8,404+5.8% | $7,713+15.3% | $5,983+48.6% |
| Admin fee / account holder | $4,165 | $15,402-73.0% | $12,429-66.5% | $11,248-63.0% |