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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 | $21,312 | $166,242-87.2% | $165,071-87.1% | $145,884-85.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 0.92% | 100.44%-99.5pp | 70.17%-69.2pp | 551.85%-550.9pp |
| Employer contribution / active EE | $3,874 | $5,283-26.7% | $4,347-10.9% | $4,662-16.9% |
| Participant deferral / active EE | $6,284 | $6,964-9.8% | $6,035+4.1% | $6,690-6.1% |
| Admin fee / account holder | $2,532 | $16,658-84.8% | $12,695-80.1% | $13,392-81.1% |