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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 | $212,386-94.4% | $199,883-94.1% | $138,895-91.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 4.13% | 47.75%-43.6pp | 43.81%-39.7pp | 145.39%-141.3pp |
| Employer contribution / active EE | $1,692 | $6,625-74.5% | $6,261-73.0% | $4,194-59.7% |
| Participant deferral / active EE | $13,250 | $9,617+37.8% | $9,138+45.0% | $6,396+107.2% |
| Admin fee / account holder | $89,464 | $18,233+390.7% | $17,268+418.1% | $12,562+612.2% |