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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 | $5,472 | $58,241-90.6% | $81,780-93.3% | $80,911-93.2% |
| Participation rate | 77.5% | 63.4%+14.1pp | 72.4%+5.1pp | 67.6%+9.9pp |
| Annual return | 2.14% | 41.73%-39.6pp | 776.27%-774.1pp | 35.63%-33.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,339 | $3,283-28.8% | $4,321-45.9% | $4,297-45.6% |
| Admin fee / account holder | $431 | $4,973-91.3% | $7,384-94.2% | $6,935-93.8% |