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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 | $19,407 | $112,131-82.7% | $95,964-79.8% | $158,982-87.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.74% | 171.19%-165.4pp | 91.64%-85.9pp | 302.99%-297.3pp |
| Employer contribution / active EE | $678 | $3,199-78.8% | $2,541-73.3% | $4,763-85.8% |
| Participant deferral / active EE | $3,515 | $4,784-26.5% | $4,167-15.6% | $5,983-41.2% |
| Admin fee / account holder | $481 | $10,136-95.3% | $6,797-92.9% | $11,252-95.7% |