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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 | $17,118 | $166,131-89.7% | $164,975-89.6% | $145,877-88.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.40% | 100.37%-96.0pp | 70.12%-65.7pp | 551.28%-546.9pp |
| Employer contribution / active EE | $4,510 | $5,276-14.5% | $4,343+3.8% | $4,663-3.3% |
| Participant deferral / active EE | $4,510 | $6,962-35.2% | $6,033-25.3% | $6,691-32.6% |
| Admin fee / account holder | $1,047 | $16,648-93.7% | $12,688-91.7% | $13,402-92.2% |