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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 | $3,085 | $114,073-97.3% | $96,161-96.8% | $167,518-98.2% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 6.09% | 189.95%-183.9pp | 192.01%-185.9pp | 478.71%-472.6pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,270 | $5,195-56.3% | $4,349-47.8% | $6,342-64.2% |
| Admin fee / account holder | $497 | $6,899-92.8% | $5,538-91.0% | $12,312-96.0% |