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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 | $9,516 | $106,008-91.0% | $92,240-89.7% | $147,586-93.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.95% | 50.05%-42.1pp | 176.29%-168.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,254 | $4,333-48.0% | $3,680-38.7% | $4,876-53.8% |
| Participant deferral / active EE | $6,318 | $4,478+41.1% | $3,897+62.1% | $5,439+16.2% |
| Admin fee / account holder | $520 | $6,333-91.8% | $5,194-90.0% | $10,886-95.2% |