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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 | $24,756 | $201,344-87.7% | $184,243-86.6% | $145,877-83.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.11% | 29.01%-20.9pp | 28.82%-20.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,904 | $7,022-72.9% | $6,427-70.4% | $4,663-59.2% |
| Participant deferral / active EE | $9,535 | $9,807-2.8% | $9,132+4.4% | $6,691+42.5% |
| Admin fee / account holder | $1,810 | $16,382-88.9% | $13,914-87.0% | $13,402-86.5% |