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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 | $3,034 | $65,423-95.4% | $98,477-96.9% | $85,856-96.5% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.3pp |
| Annual return | 11.55% | 21.76%-10.2pp | 1493.59%-1482.0pp | 318.58%-307.0pp |
| Employer contribution / active EE | $1,000 | $2,168-53.9% | $2,961-66.2% | $2,565-61.0% |
| Participant deferral / active EE | $1,798 | $3,167-43.2% | $4,276-57.9% | $3,952-54.5% |
| Admin fee / account holder | $395 | $4,594-91.4% | $5,951-93.4% | $6,261-93.7% |