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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 | $6,355 | $180,749-96.5% | $160,784-96.0% | $137,256-95.4% |
| Participation rate | 88.2% | 80.0%+8.3pp | 77.0%+11.3pp | 80.0%+8.3pp |
| Annual return | 2.90% | 2234.46%-2231.6pp | 1803.92%-1801.0pp | 220.34%-217.4pp |
| Employer contribution / active EE | $1,956 | $4,155-52.9% | $3,733-47.6% | $4,156-52.9% |
| Participant deferral / active EE | $3,444 | $6,844-49.7% | $6,293-45.3% | $6,407-46.2% |
| Admin fee / account holder | $1,747 | $10,397-83.2% | $9,717-82.0% | $12,270-85.8% |