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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 | $4,621 | $57,305-91.9% | $86,640-94.7% | $75,173-93.9% |
| Participation rate | 74.2% | 63.2%+11.0pp | 71.7%+2.5pp | 67.2%+7.0pp |
| Annual return | 6.05% | 2674.24%-2668.2pp | 592.52%-586.5pp | 160.72%-154.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,349 | $3,320+0.9% | $4,438-24.5% | $4,126-18.8% |
| Admin fee / account holder | $1,804 | $4,116-56.2% | $5,616-67.9% | $5,651-68.1% |