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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 | $4,441 | $58,311-92.4% | $81,882-94.6% | $80,959-94.5% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.4%+16.5pp | 67.7%+21.2pp |
| Annual return | 10.58% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $325 | $2,347-86.2% | $2,916-88.9% | $2,757-88.2% |
| Participant deferral / active EE | $1,197 | $3,287-63.6% | $4,323-72.3% | $4,300-72.2% |
| Admin fee / account holder | $970 | $4,752-79.6% | $7,360-86.8% | $6,925-86.0% |