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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 | $18,525 | $99,652-81.4% | $78,778-76.5% | $147,586-87.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.44% | 47.28%-40.8pp | 35.62%-29.2pp | 578.59%-572.2pp |
| Employer contribution / active EE | $1,987 | $2,796-28.9% | $1,986+0.1% | $4,876-59.2% |
| Participant deferral / active EE | $1,422 | $3,664-61.2% | $2,958-51.9% | $5,439-73.9% |
| Admin fee / account holder | $954 | $7,155-86.7% | $5,134-81.4% | $10,886-91.2% |