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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 | $24,259 | $102,422-76.3% | $147,117-83.5% | $80,959-70.0% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 1.99% | 135.16%-133.2pp | 420.54%-418.6pp | 35.67%-33.7pp |
| Employer contribution / active EE | $3,366 | $3,717-9.4% | $4,932-31.8% | $2,757+22.1% |
| Participant deferral / active EE | $3,664 | $6,652-44.9% | $8,065-54.6% | $4,300-14.8% |
| Admin fee / account holder | $1,112 | $7,953-86.0% | $12,993-91.4% | $6,925-83.9% |