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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 | $23,151 | $102,385-77.4% | $147,080-84.3% | $80,935-71.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 10.13% | 135.09%-125.0pp | 420.17%-410.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,004 | $6,651-24.8% | $8,066-38.0% | $4,299+16.4% |
| Admin fee / account holder | $1,302 | $7,951-83.6% | $12,989-90.0% | $6,924-81.2% |