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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 | $58,258-89.9% | $81,820-92.8% | $80,925-92.7% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.4%+16.5pp | 67.7%+21.2pp |
| Annual return | 8.99% | 41.76%-32.8pp | 777.93%-768.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $585 | $2,345-75.1% | $2,915-79.9% | $2,756-78.8% |
| Participant deferral / active EE | $1,456 | $3,284-55.7% | $4,323-66.3% | $4,299-66.1% |
| Admin fee / account holder | $1,314 | $4,976-73.6% | $7,391-82.2% | $6,940-81.1% |