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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 | $15,980 | $157,296-89.8% | $141,191-88.7% | $152,897-89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.72% | 64.34%-62.6pp | 71.41%-69.7pp | 345.43%-343.7pp |
| Employer contribution / active EE | $3,386 | $5,262-35.7% | $4,736-28.5% | $4,764-28.9% |
| Participant deferral / active EE | $7,668 | $7,111+7.8% | $6,710+14.3% | $5,851+31.1% |
| Admin fee / account holder | $1,921 | $12,125-84.2% | $10,264-81.3% | $11,599-83.4% |