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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 | $3,941 | $78,690-95.0% | $161,489-97.6% | $87,485-95.5% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 11.78% | 32.74%-21.0pp | 89.72%-77.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $985 | $3,311-70.3% | $5,630-82.5% | $4,274-77.0% |
| Admin fee / account holder | $426 | $6,724-93.7% | $16,006-97.3% | $7,775-94.5% |