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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 | $8,147 | $60,139-86.5% | $90,461-91.0% | $79,856-89.8% |
| Participation rate | 94.5% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+24.9pp |
| Annual return | 9.59% | 71.96%-62.4pp | 1294.76%-1285.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $459 | $2,069-77.8% | $3,264-85.9% | $2,471-81.4% |
| Participant deferral / active EE | $1,622 | $2,939-44.8% | $3,964-59.1% | $3,741-56.6% |
| Admin fee / account holder | $1,296 | $3,978-67.4% | $5,617-76.9% | $5,306-75.6% |