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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 | $6,238 | $165,939-96.2% | $122,354-94.9% | $147,586-95.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 4.92% | 34.56%-29.6pp | 30.28%-25.4pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,718 | $5,754-70.1% | $4,051-57.6% | $4,876-64.8% |
| Participant deferral / active EE | $2,884 | $4,005-28.0% | $3,287-12.3% | $5,439-47.0% |
| Admin fee / account holder | $21,665 | $7,425+191.8% | $5,479+295.4% | $10,886+99.0% |