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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 | $15,379 | $160,070-90.4% | $147,117-89.5% | $145,897-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.91% | 98.69%-91.8pp | 420.54%-413.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,981 | $5,285-62.5% | $4,932-59.8% | $4,663-57.5% |
| Participant deferral / active EE | $4,542 | $8,419-46.1% | $8,065-43.7% | $6,689-32.1% |
| Admin fee / account holder | $1,114 | $15,035-92.6% | $12,993-91.4% | $13,390-91.7% |