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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 | $12,004 | $102,422-88.3% | $147,117-91.8% | $80,959-85.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 2.43% | 135.16%-132.7pp | 420.54%-418.1pp | 35.67%-33.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,125 | $6,652-38.0% | $8,065-48.9% | $4,300-4.1% |
| Admin fee / account holder | $1,389 | $7,953-82.5% | $12,993-89.3% | $6,925-79.9% |