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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 | $7,110 | $111,878-93.6% | $93,727-92.4% | $145,897-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.09% | 204.28%-202.2pp | 133.83%-131.7pp | 552.29%-550.2pp |
| Employer contribution / active EE | $1,647 | $3,092-46.7% | $2,421-32.0% | $4,663-64.7% |
| Participant deferral / active EE | $1,709 | $4,920-65.3% | $4,417-61.3% | $6,689-74.5% |
| Admin fee / account holder | $573 | $10,256-94.4% | $8,292-93.1% | $13,390-95.7% |