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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 | $17,817 | $209,422-91.5% | $178,503-90.0% | $158,982-88.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 0.45% | 188.81%-188.4pp | 151.12%-150.7pp | 302.99%-302.5pp |
| Employer contribution / active EE | $2,178 | $5,707-61.8% | $5,011-56.5% | $4,763-54.3% |
| Participant deferral / active EE | $8,381 | $5,955+40.7% | $5,202+61.1% | $5,983+40.1% |
| Admin fee / account holder | $3,168 | $17,079-81.4% | $13,987-77.3% | $11,252-71.8% |