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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 | $17,753 | $102,422-82.7% | $147,117-87.9% | $80,959-78.1% |
| Participation rate | 81.6% | 75.9%+5.8pp | 82.2%-0.6pp | 67.7%+14.0pp |
| Annual return | 6.49% | 135.16%-128.7pp | 420.54%-414.1pp | 35.67%-29.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,402 | $6,652-48.9% | $8,065-57.8% | $4,300-20.9% |
| Admin fee / account holder | $1,397 | $7,953-82.4% | $12,993-89.2% | $6,925-79.8% |