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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 | $7,925 | $166,131-95.2% | $164,975-95.2% | $145,877-94.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.41% | 100.37%-96.0pp | 70.12%-65.7pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,436 | $5,276-72.8% | $4,343-66.9% | $4,663-69.2% |
| Participant deferral / active EE | $2,363 | $6,962-66.1% | $6,033-60.8% | $6,691-64.7% |
| Admin fee / account holder | $597 | $16,648-96.4% | $12,688-95.3% | $13,402-95.5% |