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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 | $3,520 | $99,921-96.5% | $85,009-95.9% | $145,959-97.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.29% | 83.89%-79.6pp | 66.47%-62.2pp | 561.95%-557.7pp |
| Employer contribution / active EE | $911 | $3,233-71.8% | $2,728-66.6% | $4,661-80.5% |
| Participant deferral / active EE | $1,901 | $5,293-64.1% | $4,522-58.0% | $6,689-71.6% |
| Admin fee / account holder | $379 | $7,252-94.8% | $6,153-93.8% | $13,398-97.2% |