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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 | $19,361 | $102,393-81.1% | $147,041-86.8% | $80,911-76.1% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 9.97% | 134.95%-125.0pp | 419.21%-409.2pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,979 | $6,647-10.0% | $8,071-25.9% | $4,297+39.1% |
| Admin fee / account holder | $3,564 | $7,943-55.1% | $13,006-72.6% | $6,935-48.6% |