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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 | $166,089-96.7% | $164,928-96.7% | $145,978-96.3% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 1.79% | 100.26%-98.5pp | 70.08%-68.3pp | 550.52%-548.7pp |
| Employer contribution / active EE | $1,728 | $5,276-67.3% | $4,343-60.2% | $4,662-62.9% |
| Participant deferral / active EE | $3,235 | $6,961-53.5% | $6,034-46.4% | $6,690-51.6% |
| Admin fee / account holder | $408 | $16,641-97.5% | $12,684-96.8% | $13,400-97.0% |