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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 | $15,873 | $160,040-90.1% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 98.49%-91.9pp | 419.75%-413.1pp | 551.28%-544.7pp |
| Employer contribution / active EE | $5,153 | $5,289-2.6% | $4,936+4.4% | $4,663+10.5% |
| Participant deferral / active EE | $7,699 | $8,429-8.7% | $8,071-4.6% | $6,691+15.1% |
| Admin fee / account holder | $85,036 | $15,050+465.0% | $13,005+553.9% | $13,402+534.5% |