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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 | $6,066 | $58,275-89.6% | $81,844-92.6% | $80,935-92.5% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.4%+18.1pp | 67.7%+22.8pp |
| Annual return | 3.91% | 41.82%-37.9pp | 778.87%-775.0pp | 35.66%-31.8pp |
| Employer contribution / active EE | $1,327 | $2,346-43.4% | $2,916-54.5% | $2,757-51.9% |
| Participant deferral / active EE | $3,494 | $3,285+6.4% | $4,323-19.2% | $4,299-18.7% |
| Admin fee / account holder | $1,392 | $4,749-70.7% | $7,355-81.1% | $6,924-79.9% |