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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 | $16,619 | $217,432-92.4% | $185,849-91.1% | $167,536-90.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.42%-139.7pp | 122.10%-113.4pp | 478.82%-470.1pp |
| Employer contribution / active EE | $11,528 | $5,875+96.2% | $5,169+123.0% | $4,839+138.2% |
| Participant deferral / active EE | $24,086 | $6,357+278.9% | $5,569+332.5% | $6,342+279.8% |
| Admin fee / account holder | $586,290 | $19,818+2858.3% | $16,244+3509.3% | $12,315+4661.0% |