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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 | $5,579 | $49,896-88.8% | $80,627-93.1% | $75,173-92.6% |
| Participation rate | 92.0% | 55.3%+36.7pp | 67.0%+25.0pp | 67.2%+24.8pp |
| Annual return | 8.35% | 34.67%-26.3pp | 936.76%-928.4pp | 160.72%-152.4pp |
| Employer contribution / active EE | $584 | $1,699-65.6% | $2,723-78.6% | $2,671-78.2% |
| Participant deferral / active EE | $1,145 | $2,992-61.7% | $4,443-74.2% | $4,126-72.2% |
| Admin fee / account holder | $772 | $3,578-78.4% | $5,381-85.6% | $5,651-86.3% |