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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 | $99,995-94.2% | $85,063-93.2% | $145,978-96.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 1.00% | 83.99%-83.0pp | 66.54%-65.5pp | 550.52%-549.5pp |
| Employer contribution / active EE | $1,303 | $3,231-59.7% | $2,727-52.2% | $4,662-72.1% |
| Participant deferral / active EE | $4,048 | $5,295-23.6% | $4,523-10.5% | $6,690-39.5% |
| Admin fee / account holder | $1,398 | $7,255-80.7% | $6,155-77.3% | $13,400-89.6% |