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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 | $2,541 | $58,311-95.6% | $81,882-96.9% | $80,959-96.9% |
| Participation rate | 92.1% | 63.5%+28.6pp | 72.4%+19.7pp | 67.7%+24.4pp |
| Annual return | 9.24% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $984 | $3,287-70.1% | $4,323-77.2% | $4,300-77.1% |
| Admin fee / account holder | $590 | $4,752-87.6% | $7,360-92.0% | $6,925-91.5% |