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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 | $7,814 | $160,028-95.1% | $147,080-94.7% | $145,884-94.6% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 7.56% | 98.60%-91.0pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,019 | $5,286-42.9% | $4,933-38.8% | $4,662-35.3% |
| Participant deferral / active EE | $4,219 | $8,422-49.9% | $8,066-47.7% | $6,690-36.9% |
| Admin fee / account holder | $4,903 | $15,030-67.4% | $12,989-62.3% | $13,392-63.4% |