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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 | $4,637 | $60,128-92.3% | $90,440-94.9% | $79,852-94.2% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.5pp |
| Annual return | 9.52% | 71.95%-62.4pp | 1294.38%-1284.9pp | 31.72%-22.2pp |
| Employer contribution / active EE | $566 | $2,068-72.6% | $3,263-82.7% | $2,471-77.1% |
| Participant deferral / active EE | $1,262 | $2,939-57.1% | $3,964-68.2% | $3,740-66.3% |
| Admin fee / account holder | $366 | $3,977-90.8% | $5,615-93.5% | $5,306-93.1% |