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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 | $22,349 | $152,612-85.4% | $125,192-82.1% | $152,897-85.4% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 3.23% | 54.85%-51.6pp | 43.79%-40.6pp | 345.43%-342.2pp |
| Employer contribution / active EE | $952 | $4,947-80.7% | $3,866-75.4% | $4,764-80.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,299 | $13,437-90.3% | $9,704-86.6% | $11,599-88.8% |