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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 | $10,404 | $160,070-93.5% | $147,117-92.9% | $145,897-92.9% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 5.51% | 98.69%-93.2pp | 420.54%-415.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,657 | $5,285-68.6% | $4,932-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $2,896 | $8,419-65.6% | $8,065-64.1% | $6,689-56.7% |
| Admin fee / account holder | $1,091 | $15,035-92.7% | $12,993-91.6% | $13,390-91.9% |