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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 | $12,609 | $102,422-87.7% | $147,117-91.4% | $80,959-84.4% |
| Participation rate | 79.3% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 11.11% | 135.16%-124.1pp | 420.54%-409.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,905 | $6,652-11.2% | $8,065-26.8% | $4,300+37.3% |
| Admin fee / account holder | $1,014 | $7,953-87.3% | $12,993-92.2% | $6,925-85.4% |