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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 | $15,652 | $65,566-76.1% | $86,235-81.8% | $75,177-79.2% |
| Participation rate | 94.4% | 60.5%+34.0pp | 69.0%+25.5pp | 67.2%+27.2pp |
| Annual return | 5.21% | 46.07%-40.9pp | 1170.03%-1164.8pp | 160.75%-155.5pp |
| Employer contribution / active EE | $2,815 | $1,553+81.2% | $2,381+18.2% | $2,671+5.4% |
| Participant deferral / active EE | $1,215 | $3,023-59.8% | $3,987-69.5% | $4,126-70.6% |
| Admin fee / account holder | $321 | $5,470-94.1% | $6,856-95.3% | $5,651-94.3% |