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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 | $14,721 | $160,028-90.8% | $147,080-90.0% | $145,884-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.76% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,817 | $5,286-65.6% | $4,933-63.2% | $4,662-61.0% |
| Participant deferral / active EE | $3,800 | $8,422-54.9% | $8,066-52.9% | $6,690-43.2% |
| Admin fee / account holder | $1,477 | $15,030-90.2% | $12,989-88.6% | $13,392-89.0% |