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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 | $2,448 | $30,423-92.0% | $56,025-95.6% | $74,478-96.7% |
| Participation rate | 85.3% | 32.9%+52.4pp | 52.5%+32.8pp | 67.2%+18.1pp |
| Annual return | 7.43% | 24.97%-17.5pp | 1712.69%-1705.3pp | 1370.56%-1363.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $949 | $1,176-19.3% | $1,955-51.4% | $4,350-78.2% |
| Admin fee / account holder | $312 | $2,363-86.8% | $2,828-89.0% | $1,946-84.0% |