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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 | $5,868 | $58,311-89.9% | $81,882-92.8% | $80,959-92.8% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.4%+16.5pp | 67.7%+21.2pp |
| Annual return | 8.99% | 41.85%-32.9pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $585 | $2,347-75.1% | $2,916-79.9% | $2,757-78.8% |
| Participant deferral / active EE | $1,456 | $3,287-55.7% | $4,323-66.3% | $4,300-66.1% |
| Admin fee / account holder | $1,314 | $4,752-72.4% | $7,360-82.1% | $6,925-81.0% |