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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 | $25,184 | $78,707-68.0% | $117,861-78.6% | $70,126-64.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.77% | 23.30%-16.5pp | 335.11%-328.3pp | 73.15%-66.4pp |
| Employer contribution / active EE | $4,939 | $2,223+122.1% | $3,786+30.4% | $2,343+110.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $358 | $5,066-92.9% | $8,021-95.5% | $4,645-92.3% |