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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 | $160,070-90.1% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 98.69%-92.1pp | 420.54%-413.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $5,153 | $5,285-2.5% | $4,932+4.5% | $4,663+10.5% |
| Participant deferral / active EE | $7,699 | $8,419-8.6% | $8,065-4.5% | $6,689+15.1% |
| Admin fee / account holder | $85,036 | $15,035+465.6% | $12,993+554.5% | $13,390+535.1% |