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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 | $27,385 | $202,342-86.5% | $172,752-84.1% | $152,897-82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.63% | 1029.83%-1018.2pp | 802.97%-791.3pp | 345.43%-333.8pp |
| Employer contribution / active EE | $1,661 | $5,858-71.6% | $5,144-67.7% | $4,764-65.1% |
| Participant deferral / active EE | $5,760 | $5,948-3.2% | $5,198+10.8% | $5,851-1.6% |
| Admin fee / account holder | $3,070 | $17,111-82.1% | $13,955-78.0% | $11,599-73.5% |