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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 | $8,771 | $55,423-84.2% | $155,602-94.4% | $74,400-88.2% |
| Participation rate | 79.5% | 61.9%+17.6pp | 78.2%+1.3pp | 67.2%+12.3pp |
| Annual return | 4.31% | 269.07%-264.8pp | 64.81%-60.5pp | 1367.51%-1363.2pp |
| Employer contribution / active EE | $1,169 | $2,266-48.4% | $4,675-75.0% | $2,624-55.4% |
| Participant deferral / active EE | $2,060 | $2,835-27.3% | $5,629-63.4% | $4,348-52.6% |
| Admin fee / account holder | $477 | $1,744-72.7% | $15,923-97.0% | $1,944-75.5% |