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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 | $153 | $156,398-99.9% | $147,318-99.9% | $138,895-99.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -3.13% | 78.75%-81.9pp | 70.43%-73.6pp | 145.39%-148.5pp |
| Employer contribution / active EE | $16,250 | $4,853+234.8% | $4,593+253.8% | $4,194+287.4% |
| Participant deferral / active EE | $30,500 | $8,237+270.3% | $7,906+285.8% | $6,396+376.8% |
| Admin fee / account holder | $47,517 | $14,976+217.3% | $13,708+246.6% | $12,562+278.3% |