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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 | $20,398 | $157,276-87.0% | $141,177-85.6% | $152,885-86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.38% | 64.33%-50.0pp | 71.40%-57.0pp | 345.39%-331.0pp |
| Employer contribution / active EE | $2,077 | $5,262-60.5% | $4,736-56.1% | $4,763-56.4% |
| Participant deferral / active EE | $4,129 | $7,110-41.9% | $6,710-38.5% | $5,851-29.4% |
| Admin fee / account holder | $496 | $12,123-95.9% | $10,263-95.2% | $11,598-95.7% |