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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 | $5,695 | $63,346-91.0% | $92,240-93.8% | $70,126-91.9% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 0.58% | 530.19%-529.6pp | 176.29%-175.7pp | 73.15%-72.6pp |
| Employer contribution / active EE | $2,328 | $2,471-5.8% | $3,680-36.7% | $2,343-0.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $624 | $3,841-83.7% | $5,194-88.0% | $4,645-86.6% |