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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 | $5,205 | $93,345-94.4% | $119,126-95.6% | $87,485-94.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 7.01% | 19.08%-12.1pp | 282.11%-275.1pp | 26.06%-19.0pp |
| Employer contribution / active EE | $6,133 | $3,172+93.4% | $4,034+52.0% | $2,596+136.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,283 | $8,039-84.0% | $10,693-88.0% | $7,775-83.5% |