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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 | $14,812 | $166,268-91.1% | $165,100-91.0% | $145,897-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.25% | 100.52%-92.3pp | 70.21%-62.0pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,893 | $5,284-45.2% | $4,348-33.5% | $4,663-38.0% |
| Participant deferral / active EE | $5,066 | $6,964-27.3% | $6,035-16.1% | $6,689-24.3% |
| Admin fee / account holder | $538 | $16,659-96.8% | $12,696-95.8% | $13,390-96.0% |