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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 | $24,340 | $102,393-76.2% | $147,041-83.4% | $80,911-69.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.82% | 134.95%-124.1pp | 419.21%-408.4pp | 35.63%-24.8pp |
| Employer contribution / active EE | $3,542 | $3,715-4.7% | $4,935-28.2% | $2,756+28.5% |
| Participant deferral / active EE | $6,981 | $6,647+5.0% | $8,071-13.5% | $4,297+62.5% |
| Admin fee / account holder | $3,137 | $7,943-60.5% | $13,006-75.9% | $6,935-54.8% |