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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 | $3,618 | $149,040-97.6% | $120,225-97.0% | $137,256-97.4% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 4.73% | 605.68%-601.0pp | 439.23%-434.5pp | 220.34%-215.6pp |
| Employer contribution / active EE | $400 | $4,350-90.8% | $3,475-88.5% | $4,156-90.4% |
| Participant deferral / active EE | $1,038 | $4,655-77.7% | $3,999-74.1% | $6,407-83.8% |
| Admin fee / account holder | $927 | $6,348-85.4% | $5,696-83.7% | $12,270-92.4% |