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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 | $16,342 | $144,130-88.7% | $117,861-86.1% | $147,586-88.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.70% | 531.20%-523.5pp | 335.11%-327.4pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,896 | $4,897-40.9% | $3,786-23.5% | $4,876-40.6% |
| Participant deferral / active EE | $3,943 | $5,316-25.8% | $4,482-12.0% | $5,439-27.5% |
| Admin fee / account holder | $3,071 | $10,887-71.8% | $8,021-61.7% | $10,886-71.8% |