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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 | $16,591 | $102,393-83.8% | $147,041-88.7% | $80,911-79.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.35% | 134.95%-126.6pp | 419.21%-410.9pp | 35.63%-27.3pp |
| Employer contribution / active EE | $1,578 | $3,715-57.5% | $4,935-68.0% | $2,756-42.7% |
| Participant deferral / active EE | $2,781 | $6,647-58.2% | $8,071-65.5% | $4,297-35.3% |
| Admin fee / account holder | $1,001 | $7,943-87.4% | $13,006-92.3% | $6,935-85.6% |