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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 | $16,313 | $115,810-85.9% | $101,271-83.9% | $158,966-89.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.27% | 56.15%-49.9pp | 46.48%-40.2pp | 302.95%-296.7pp |
| Employer contribution / active EE | $806 | $4,175-80.7% | $3,660-78.0% | $4,762-83.1% |
| Participant deferral / active EE | $4,005 | $4,958-19.2% | $4,371-8.4% | $5,983-33.1% |
| Admin fee / account holder | $543 | $7,248-92.5% | $5,948-90.9% | $11,250-95.2% |