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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 | $8,517 | $81,664-89.6% | $70,476-87.9% | $158,966-94.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.21% | 208.59%-207.4pp | 109.12%-107.9pp | 302.95%-301.7pp |
| Employer contribution / active EE | $2,204 | $3,219-31.5% | $2,738-19.5% | $4,762-53.7% |
| Participant deferral / active EE | $1,271 | $4,556-72.1% | $3,710-65.7% | $5,983-78.8% |
| Admin fee / account holder | $421 | $6,197-93.2% | $3,847-89.0% | $11,250-96.3% |