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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 | $5,428 | $166,020-96.7% | $164,866-96.7% | $145,959-96.3% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 1.79% | 100.08%-98.3pp | 69.97%-68.2pp | 561.95%-560.2pp |
| Employer contribution / active EE | $1,728 | $5,275-67.2% | $4,343-60.2% | $4,661-62.9% |
| Participant deferral / active EE | $3,235 | $6,961-53.5% | $6,033-46.4% | $6,689-51.6% |
| Admin fee / account holder | $408 | $16,644-97.5% | $12,689-96.8% | $13,398-97.0% |