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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 | $5,476 | $58,311-90.6% | $81,882-93.3% | $80,959-93.2% |
| Participation rate | 76.3% | 63.5%+12.8pp | 72.4%+3.9pp | 67.7%+8.6pp |
| Annual return | 6.96% | 41.85%-34.9pp | 779.47%-772.5pp | 35.67%-28.7pp |
| Employer contribution / active EE | $621 | $2,347-73.5% | $2,916-78.7% | $2,757-77.5% |
| Participant deferral / active EE | $1,215 | $3,287-63.0% | $4,323-71.9% | $4,300-71.8% |
| Admin fee / account holder | $707 | $4,752-85.1% | $7,360-90.4% | $6,925-89.8% |