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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 | $21,200 | $201,370-89.5% | $184,256-88.5% | $145,897-85.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -6.30% | 29.05%-35.3pp | 28.85%-35.1pp | 552.29%-558.6pp |
| Employer contribution / active EE | $1,853 | $7,024-73.6% | $6,427-71.2% | $4,663-60.3% |
| Participant deferral / active EE | $7,750 | $9,808-21.0% | $9,133-15.1% | $6,689+15.9% |
| Admin fee / account holder | $3,747 | $16,364-77.1% | $13,899-73.0% | $13,390-72.0% |