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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 | $10,695 | $159,978-93.3% | $147,041-92.7% | $145,978-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.60% | 98.36%-91.8pp | 419.21%-412.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,768 | $5,288-66.6% | $4,935-64.2% | $4,662-62.1% |
| Participant deferral / active EE | $2,828 | $8,429-66.4% | $8,071-65.0% | $6,690-57.7% |
| Admin fee / account holder | $739 | $15,053-95.1% | $13,006-94.3% | $13,400-94.5% |