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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 | $21,456 | $209,425-89.8% | $178,499-88.0% | $158,966-86.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.06% | 188.80%-187.7pp | 151.10%-150.0pp | 302.95%-301.9pp |
| Employer contribution / active EE | $3,510 | $5,707-38.5% | $5,011-30.0% | $4,762-26.3% |
| Participant deferral / active EE | $7,229 | $5,955+21.4% | $5,202+39.0% | $5,983+20.8% |
| Admin fee / account holder | $1,345 | $17,078-92.1% | $13,986-90.4% | $11,250-88.0% |