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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 | $12,141 | $55,470-78.1% | $155,556-92.2% | $74,478-83.7% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 7.72% | 269.80%-262.1pp | 64.84%-57.1pp | 1370.56%-1362.8pp |
| Employer contribution / active EE | $810 | $2,267-64.3% | $4,675-82.7% | $2,626-69.2% |
| Participant deferral / active EE | $2,325 | $2,838-18.1% | $5,631-58.7% | $4,350-46.6% |
| Admin fee / account holder | $1,415 | $1,744-18.9% | $15,885-91.1% | $1,946-27.3% |