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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 | $55,446-78.1% | $155,574-92.2% | $74,429-83.7% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 7.72% | 269.20%-261.5pp | 64.87%-57.1pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $810 | $2,266-64.2% | $4,676-82.7% | $2,625-69.1% |
| Participant deferral / active EE | $2,325 | $2,836-18.0% | $5,629-58.7% | $4,348-46.5% |
| Admin fee / account holder | $1,415 | $1,743-18.8% | $15,914-91.1% | $1,944-27.2% |