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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 | $5,394 | $132,099-95.9% | $115,599-95.3% | $138,895-96.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 7.10% | 176.76%-169.7pp | 111.10%-104.0pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,390 | $3,416-59.3% | $2,955-53.0% | $4,194-66.8% |
| Participant deferral / active EE | $2,214 | $5,617-60.6% | $4,889-54.7% | $6,396-65.4% |
| Admin fee / account holder | $579 | $15,650-96.3% | $12,841-95.5% | $12,562-95.4% |