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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 | $19,495 | $99,652-80.4% | $78,778-75.3% | $147,586-86.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 3.65% | 47.28%-43.6pp | 35.62%-32.0pp | 578.59%-574.9pp |
| Employer contribution / active EE | $9,313 | $2,796+233.1% | $1,986+369.0% | $4,876+91.0% |
| Participant deferral / active EE | $7,216 | $3,664+97.0% | $2,958+143.9% | $5,439+32.7% |
| Admin fee / account holder | $482 | $7,155-93.3% | $5,134-90.6% | $10,886-95.6% |