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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 | $16,945 | $63,346-73.2% | $92,240-81.6% | $70,126-75.8% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 5.15% | 530.19%-525.0pp | 176.29%-171.1pp | 73.15%-68.0pp |
| Employer contribution / active EE | $1,312 | $2,471-46.9% | $3,680-64.3% | $2,343-44.0% |
| Participant deferral / active EE | $1,864 | $2,854-34.7% | $3,897-52.2% | $3,332-44.1% |
| Admin fee / account holder | $936 | $3,841-75.6% | $5,194-82.0% | $4,645-79.8% |