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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 | $16,751 | $184,000-90.9% | $162,185-89.7% | $152,909-89.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 7.91% | 150.80%-142.9pp | 115.61%-107.7pp | 345.46%-337.6pp |
| Employer contribution / active EE | $2,785 | $6,370-56.3% | $5,613-50.4% | $4,764-41.5% |
| Participant deferral / active EE | $8,037 | $8,033+0.1% | $7,297+10.1% | $5,851+37.4% |
| Admin fee / account holder | $31,725 | $13,124+141.7% | $10,844+192.6% | $11,601+173.5% |