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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 | $3,583 | $110,039-96.7% | $97,260-96.3% | $145,884-97.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 1.50% | 244.44%-242.9pp | 75.54%-74.0pp | 551.85%-550.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $978 | $4,674-79.1% | $4,262-77.1% | $6,690-85.4% |
| Admin fee / account holder | $361 | $6,204-94.2% | $5,640-93.6% | $13,392-97.3% |