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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 | $18,014 | $209,425-91.4% | $178,499-89.9% | $158,966-88.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.41% | 188.80%-185.4pp | 151.10%-147.7pp | 302.95%-299.5pp |
| Employer contribution / active EE | $1,785 | $5,707-68.7% | $5,011-64.4% | $4,762-62.5% |
| Participant deferral / active EE | $2,878 | $5,955-51.7% | $5,202-44.7% | $5,983-51.9% |
| Admin fee / account holder | $1,988 | $17,078-88.4% | $13,986-85.8% | $11,250-82.3% |