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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 | $11,913 | $183,516-93.5% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 4.53% | 61.43%-56.9pp | 64.92%-60.4pp | 551.85%-547.3pp |
| Employer contribution / active EE | $1,568 | $5,315-70.5% | $4,675-66.5% | $4,662-66.4% |
| Participant deferral / active EE | $3,018 | $6,467-53.3% | $5,630-46.4% | $6,690-54.9% |
| Admin fee / account holder | $1,192 | $19,293-93.8% | $15,900-92.5% | $13,392-91.1% |