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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 | $6,545 | $102,429-93.6% | $147,096-95.6% | $80,925-91.9% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 3.12% | 135.02%-131.9pp | 419.75%-416.6pp | 35.65%-32.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,625 | $6,649-60.5% | $8,071-67.5% | $4,299-38.9% |
| Admin fee / account holder | $1,036 | $7,957-87.0% | $13,005-92.0% | $6,940-85.1% |