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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 | $15,184 | $48,570-68.7% | $130,660-88.4% | $72,975-79.2% |
| Participation rate | 82.8% | 58.6%+24.2pp | 71.7%+11.0pp | 69.5%+13.3pp |
| Annual return | 5.91% | 38.63%-32.7pp | 1709.29%-1703.4pp | 81.01%-75.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,867 | $2,384-21.7% | $3,603-48.2% | $3,608-48.3% |
| Admin fee / account holder | $1,119 | $3,549-68.5% | $5,463-79.5% | $5,124-78.2% |