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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 | $11,887 | $209,336-94.3% | $197,124-94.0% | $137,256-91.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.13% | 48.09%-44.0pp | 44.34%-40.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $1,692 | $6,591-74.3% | $6,227-72.8% | $4,156-59.3% |
| Participant deferral / active EE | $13,250 | $9,614+37.8% | $9,135+45.1% | $6,407+106.8% |
| Admin fee / account holder | $89,464 | $17,308+416.9% | $16,298+448.9% | $12,270+629.1% |