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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 | $18,980 | $176,077-89.2% | $159,455-88.1% | $167,518-88.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.58% | 331.83%-322.3pp | 263.63%-254.0pp | 478.71%-469.1pp |
| Employer contribution / active EE | $1,238 | $5,298-76.6% | $4,830-74.4% | $4,838-74.4% |
| Participant deferral / active EE | $5,260 | $7,751-32.1% | $7,353-28.5% | $6,342-17.1% |
| Admin fee / account holder | $682 | $12,556-94.6% | $10,800-93.7% | $12,312-94.5% |