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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 | $5,356 | $97,125-94.5% | $86,233-93.8% | $137,256-96.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.16% | 74.19%-67.0pp | 61.39%-54.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,068 | $2,841-27.2% | $2,504-17.4% | $4,156-50.2% |
| Participant deferral / active EE | $2,454 | $5,180-52.6% | $4,559-46.2% | $6,407-61.7% |
| Admin fee / account holder | $605 | $9,725-93.8% | $8,342-92.8% | $12,270-95.1% |