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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 | $5,063 | $65,434-92.3% | $98,483-94.9% | $85,847-94.1% |
| Participation rate | 87.0% | 65.0%+21.9pp | 73.3%+13.6pp | 69.3%+17.6pp |
| Annual return | 2.89% | 21.75%-18.9pp | 1494.38%-1491.5pp | 318.61%-315.7pp |
| Employer contribution / active EE | $618 | $2,169-71.5% | $2,961-79.1% | $2,565-75.9% |
| Participant deferral / active EE | $1,604 | $3,168-49.4% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $1,309 | $4,595-71.5% | $5,953-78.0% | $6,261-79.1% |