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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 | $9,961 | $73,107-86.4% | $114,563-91.3% | $87,485-88.6% |
| Participation rate | 90.9% | 65.8%+25.1pp | 72.9%+18.0pp | 68.9%+22.0pp |
| Annual return | 10.21% | 19.47%-9.3pp | 241.09%-230.9pp | 26.06%-15.9pp |
| Employer contribution / active EE | $585 | $1,881-68.9% | $2,592-77.4% | $2,596-77.5% |
| Participant deferral / active EE | $2,486 | $3,144-20.9% | $4,142-40.0% | $4,274-41.8% |
| Admin fee / account holder | $568 | $5,770-90.2% | $7,623-92.6% | $7,775-92.7% |