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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 | $9,756 | $96,731-89.9% | $123,973-92.1% | $86,983-88.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.04% | 17.33%-6.3pp | 388.13%-377.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $6,620 | $3,297+100.8% | $4,126+60.5% | $2,584+156.2% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,244 | $8,722-85.7% | $11,799-89.5% | $7,856-84.2% |