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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 | $4,582 | $49,891-90.8% | $80,607-94.3% | $75,181-93.9% |
| Participation rate | 75.9% | 55.3%+20.5pp | 67.0%+8.9pp | 67.2%+8.7pp |
| Annual return | 11.99% | 34.67%-22.7pp | 936.11%-924.1pp | 160.69%-148.7pp |
| Employer contribution / active EE | $508 | $1,698-70.1% | $2,724-81.4% | $2,671-81.0% |
| Participant deferral / active EE | $1,332 | $2,991-55.5% | $4,448-70.1% | $4,126-67.7% |
| Admin fee / account holder | $577 | $3,578-83.9% | $5,379-89.3% | $5,650-89.8% |