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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 | $6,795 | $55,437-87.7% | $155,534-95.6% | $74,459-90.9% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 9.76% | 269.58%-259.8pp | 64.92%-55.2pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $672 | $2,266-70.4% | $4,675-85.6% | $2,626-74.4% |
| Participant deferral / active EE | $2,121 | $2,837-25.2% | $5,630-62.3% | $4,350-51.2% |
| Admin fee / account holder | $1,643 | $1,742-5.7% | $15,900-89.7% | $1,945-15.5% |