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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 | $102,429-88.3% | $147,096-91.8% | $80,925-85.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 2.43% | 135.02%-132.6pp | 419.75%-417.3pp | 35.65%-33.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,125 | $6,649-38.0% | $8,071-48.9% | $4,299-4.0% |
| Admin fee / account holder | $1,389 | $7,957-82.5% | $13,005-89.3% | $6,940-80.0% |