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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 | $26,752 | $198,457-86.5% | $170,435-84.3% | $147,586-81.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.91% | 257.30%-249.4pp | 205.94%-198.0pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,580 | $6,183-58.3% | $5,432-52.5% | $4,876-47.1% |
| Participant deferral / active EE | $5,982 | $5,629+6.3% | $4,939+21.1% | $5,439+10.0% |
| Admin fee / account holder | $779 | $16,852-95.4% | $13,881-94.4% | $10,886-92.8% |