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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 | $26,121 | $152,612-82.9% | $125,192-79.1% | $152,897-82.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.47% | 54.85%-46.4pp | 43.79%-35.3pp | 345.43%-337.0pp |
| Employer contribution / active EE | $1,637 | $4,947-66.9% | $3,866-57.7% | $4,764-65.6% |
| Participant deferral / active EE | $5,144 | $5,868-12.3% | $4,937+4.2% | $5,851-12.1% |
| Admin fee / account holder | $396 | $13,437-97.1% | $9,704-95.9% | $11,599-96.6% |