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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 | $4,768 | $31,679-84.9% | $74,719-93.6% | $65,185-92.7% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.5%+45.5pp | 70.2%+29.8pp |
| Annual return | 17.40% | 39.04%-21.6pp | 753.05%-735.7pp | 29.38%-12.0pp |
| Employer contribution / active EE | $501 | $566-11.6% | $1,084-53.8% | $2,177-77.0% |
| Participant deferral / active EE | $716 | $1,191-39.9% | $1,963-63.6% | $3,514-79.6% |
| Admin fee / account holder | $847 | $379+123.5% | $3,334-74.6% | $847-0.1% |