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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 | $100,073-96.5% | $85,126-95.9% | $145,877-97.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.29% | 84.11%-79.8pp | 66.63%-62.3pp | 551.28%-547.0pp |
| Employer contribution / active EE | $911 | $3,236-71.9% | $2,731-66.6% | $4,663-80.5% |
| Participant deferral / active EE | $1,901 | $5,294-64.1% | $4,523-58.0% | $6,691-71.6% |
| Admin fee / account holder | $379 | $7,261-94.8% | $6,160-93.9% | $13,402-97.2% |