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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 | $28,946 | $202,342-85.7% | $172,753-83.2% | $152,909-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.31% | 1029.88%-1019.6pp | 803.00%-792.7pp | 345.46%-335.2pp |
| Employer contribution / active EE | $1,670 | $5,857-71.5% | $5,144-67.5% | $4,764-65.0% |
| Participant deferral / active EE | $8,860 | $5,948+49.0% | $5,198+70.5% | $5,851+51.4% |
| Admin fee / account holder | $5,651 | $17,112-67.0% | $13,956-59.5% | $11,601-51.3% |