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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 | $30,390 | $198,462-84.7% | $170,439-82.2% | $147,585-79.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -3.64% | 257.30%-260.9pp | 205.94%-209.6pp | 578.58%-582.2pp |
| Employer contribution / active EE | $8,642 | $6,184+39.8% | $5,433+59.1% | $4,876+77.2% |
| Participant deferral / active EE | $4,250 | $5,629-24.5% | $4,939-14.0% | $5,439-21.9% |
| Admin fee / account holder | $695 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |