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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 | $6,272 | $102,385-93.9% | $147,080-95.7% | $80,935-92.3% |
| Participation rate | 93.6% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+26.0pp |
| Annual return | 11.10% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,737 | $3,717-53.3% | $4,933-64.8% | $2,757-37.0% |
| Participant deferral / active EE | $2,656 | $6,651-60.1% | $8,066-67.1% | $4,299-38.2% |
| Admin fee / account holder | $1,808 | $7,951-77.3% | $12,989-86.1% | $6,924-73.9% |