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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 | $16,288 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.83% | 61.31%-54.5pp | 64.84%-58.0pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,560 | $5,315-70.7% | $4,675-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $6,443 | $6,467-0.4% | $5,631+14.4% | $6,689-3.7% |
| Admin fee / account holder | $1,222 | $19,275-93.7% | $15,885-92.3% | $13,390-90.9% |