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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 | $5,792 | $100,139-94.2% | $85,187-93.2% | $145,884-96.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 1.00% | 84.15%-83.2pp | 66.67%-65.7pp | 551.85%-550.9pp |
| Employer contribution / active EE | $1,303 | $3,238-59.8% | $2,732-52.3% | $4,662-72.1% |
| Participant deferral / active EE | $4,048 | $5,296-23.6% | $4,525-10.5% | $6,690-39.5% |
| Admin fee / account holder | $1,398 | $7,262-80.8% | $6,162-77.3% | $13,392-89.6% |