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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 | $5,210 | $97,125-94.6% | $86,233-94.0% | $137,256-96.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 9.12% | 74.19%-65.1pp | 61.39%-52.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,390 | $2,841-51.1% | $2,504-44.5% | $4,156-66.6% |
| Participant deferral / active EE | $1,390 | $5,180-73.2% | $4,559-69.5% | $6,407-78.3% |
| Admin fee / account holder | $808 | $9,725-91.7% | $8,342-90.3% | $12,270-93.4% |