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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 | $1,583 | $58,311-97.3% | $81,882-98.1% | $80,959-98.0% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.4%+12.8pp | 67.7%+17.5pp |
| Annual return | 9.32% | 41.85%-32.5pp | 779.47%-770.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,137 | $3,287-65.4% | $4,323-73.7% | $4,300-73.6% |
| Admin fee / account holder | $439 | $4,752-90.8% | $7,360-94.0% | $6,925-93.7% |