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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 | $2,919 | $88,778-96.7% | $81,844-96.4% | $145,884-98.0% |
| Participation rate | 73.7% | 75.1%-1.4pp | 72.4%+1.3pp | 80.3%-6.6pp |
| Annual return | 8.57% | 1033.03%-1024.5pp | 778.87%-770.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,456 | $4,648-68.7% | $4,323-66.3% | $6,690-78.2% |
| Admin fee / account holder | $637 | $8,430-92.4% | $7,355-91.3% | $13,392-95.2% |