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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 | $8,276 | $160,040-94.8% | $147,096-94.4% | $145,877-94.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.57% | 98.49%-93.9pp | 419.75%-415.2pp | 551.28%-546.7pp |
| Employer contribution / active EE | $3,154 | $5,289-40.4% | $4,936-36.1% | $4,663-32.4% |
| Participant deferral / active EE | $3,658 | $8,429-56.6% | $8,071-54.7% | $6,691-45.3% |
| Admin fee / account holder | $350 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |