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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 | $18,429 | $102,385-82.0% | $147,080-87.5% | $80,935-77.2% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.7%+6.4pp |
| Annual return | 10.14% | 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 | $4,218 | $6,651-36.6% | $8,066-47.7% | $4,299-1.9% |
| Admin fee / account holder | $1,667 | $7,951-79.0% | $12,989-87.2% | $6,924-75.9% |