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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 | $11,639 | $183,516-93.7% | $155,534-92.5% | $145,884-92.0% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 4.76% | 61.43%-56.7pp | 64.92%-60.2pp | 551.85%-547.1pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,675-35.1% | $4,662-34.9% |
| Participant deferral / active EE | $4,010 | $6,467-38.0% | $5,630-28.8% | $6,690-40.1% |
| Admin fee / account holder | $441 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |