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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 | $22,779 | $202,342-88.7% | $172,752-86.8% | $152,897-85.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.98% | 1029.83%-1022.8pp | 802.97%-796.0pp | 345.43%-338.4pp |
| Employer contribution / active EE | $7,993 | $5,858+36.4% | $5,144+55.4% | $4,764+67.8% |
| Participant deferral / active EE | $4,709 | $5,948-20.8% | $5,198-9.4% | $5,851-19.5% |
| Admin fee / account holder | $1,381 | $17,111-91.9% | $13,955-90.1% | $11,599-88.1% |