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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 | $13,426 | $160,040-91.6% | $147,096-90.9% | $145,877-90.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 9.38% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,051 | $5,289-80.1% | $4,936-78.7% | $4,663-77.5% |
| Participant deferral / active EE | $2,862 | $8,429-66.0% | $8,071-64.5% | $6,691-57.2% |
| Admin fee / account holder | $813 | $15,050-94.6% | $13,005-93.7% | $13,402-93.9% |