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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 | $19,247 | $198,457-90.3% | $170,435-88.7% | $147,586-87.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.45% | 257.30%-256.9pp | 205.94%-205.5pp | 578.59%-578.1pp |
| Employer contribution / active EE | $1,910 | $6,183-69.1% | $5,432-64.8% | $4,876-60.8% |
| Participant deferral / active EE | $5,862 | $5,629+4.1% | $4,939+18.7% | $5,439+7.8% |
| Admin fee / account holder | $1,993 | $16,852-88.2% | $13,881-85.6% | $10,886-81.7% |