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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 | $8,845 | $74,661-88.2% | $160,784-94.5% | $67,986-87.0% |
| Participation rate | 88.4% | 57.1%+31.3pp | 77.0%+11.4pp | 57.2%+31.2pp |
| Annual return | 14.04% | 28.83%-14.8pp | 1803.92%-1789.9pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,686 | $3,681-54.2% | $6,293-73.2% | $3,358-49.8% |
| Admin fee / account holder | $1,289 | $3,959-67.4% | $9,717-86.7% | $3,203-59.8% |