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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 | $2,795 | $88,815-96.9% | $81,882-96.6% | $145,897-98.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.88% | 1033.75%-1025.9pp | 779.47%-771.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,787 | $3,086-42.1% | $2,916-38.7% | $4,663-61.7% |
| Participant deferral / active EE | $1,810 | $4,647-61.0% | $4,323-58.1% | $6,689-72.9% |
| Admin fee / account holder | $1,016 | $8,434-88.0% | $7,360-86.2% | $13,390-92.4% |