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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 | $5,205 | $88,672-94.1% | $105,223-95.1% | $82,448-93.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 7.01% | 30.86%-23.8pp | 180.65%-173.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $6,133 | $3,048+101.2% | $3,689+66.3% | $2,551+140.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,283 | $7,146-82.0% | $8,859-85.5% | $7,234-82.3% |