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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 | $17,468 | $106,923-83.7% | $84,023-79.2% | $152,909-88.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.16% | 105.02%-100.9pp | 71.32%-67.2pp | 345.46%-341.3pp |
| Employer contribution / active EE | $1,000 | $2,735-63.4% | $1,984-49.6% | $4,764-79.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,269 | $8,289-84.7% | $6,102-79.2% | $11,601-89.1% |