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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 | $16,099 | $183,516-91.2% | $155,534-89.6% | $145,884-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.42% | 61.43%-57.0pp | 64.92%-60.5pp | 551.85%-547.4pp |
| Employer contribution / active EE | $2,087 | $5,315-60.7% | $4,675-55.4% | $4,662-55.2% |
| Participant deferral / active EE | $7,698 | $6,467+19.0% | $5,630+36.7% | $6,690+15.1% |
| Admin fee / account holder | $63,527 | $19,293+229.3% | $15,900+299.5% | $13,392+374.4% |