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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 | $1,410 | $51,638-97.3% | $68,368-97.9% | $82,448-98.3% |
| Participation rate | 84.3% | 63.6%+20.7pp | 73.8%+10.6pp | 68.1%+16.2pp |
| Annual return | 6.14% | 37.53%-31.4pp | 292.57%-286.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,020 | $2,914-65.0% | $4,123-75.3% | $4,139-75.4% |
| Admin fee / account holder | $592 | $4,643-87.2% | $5,150-88.5% | $7,234-91.8% |