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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 | $6,396 | $63,346-89.9% | $92,240-93.1% | $70,126-90.9% |
| Participation rate | 91.5% | 68.7%+22.8pp | 76.5%+15.0pp | 69.5%+21.9pp |
| Annual return | 6.30% | 530.19%-523.9pp | 176.29%-170.0pp | 73.15%-66.9pp |
| Employer contribution / active EE | $1,672 | $2,471-32.3% | $3,680-54.6% | $2,343-28.6% |
| Participant deferral / active EE | $1,370 | $2,854-52.0% | $3,897-64.8% | $3,332-58.9% |
| Admin fee / account holder | $1,540 | $3,841-59.9% | $5,194-70.4% | $4,645-66.9% |