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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 | $6,658 | $118,875-94.4% | $96,572-93.1% | $167,553-96.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.86% | 50.50%-48.6pp | 37.79%-35.9pp | 478.89%-477.0pp |
| Employer contribution / active EE | $671 | $3,121-78.5% | $2,357-71.5% | $4,840-86.1% |
| Participant deferral / active EE | $2,869 | $4,617-37.9% | $3,850-25.5% | $6,343-54.8% |
| Admin fee / account holder | $839 | $8,070-89.6% | $6,183-86.4% | $12,316-93.2% |