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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 | $19,890 | $93,345-78.7% | $119,126-83.3% | $87,485-77.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 10.74% | 19.08%-8.3pp | 282.11%-271.4pp | 26.06%-15.3pp |
| Employer contribution / active EE | $3,955 | $3,172+24.7% | $4,034-1.9% | $2,596+52.4% |
| Participant deferral / active EE | $2,052 | $4,099-49.9% | $5,318-61.4% | $4,274-52.0% |
| Admin fee / account holder | $1,820 | $8,039-77.4% | $10,693-83.0% | $7,775-76.6% |