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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 | $227,291-94.8% | $214,702-94.5% | $155,188-92.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 4.13% | 60.08%-55.9pp | 54.55%-50.4pp | 148.84%-144.7pp |
| Employer contribution / active EE | $1,692 | $6,772-75.0% | $6,461-73.8% | $4,248-60.2% |
| Participant deferral / active EE | $13,250 | $9,582+38.3% | $9,147+44.9% | $6,531+102.9% |
| Admin fee / account holder | $89,464 | $20,413+338.3% | $19,830+351.1% | $14,480+517.9% |