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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 | $11,829 | $160,040-92.6% | $147,096-92.0% | $145,877-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.80% | 98.49%-96.7pp | 419.75%-417.9pp | 551.28%-549.5pp |
| Employer contribution / active EE | $1,438 | $5,289-72.8% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $7,199 | $8,429-14.6% | $8,071-10.8% | $6,691+7.6% |
| Admin fee / account holder | $657 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |