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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 | $8,328 | $65,575-87.3% | $86,209-90.3% | $75,181-88.9% |
| Participation rate | 75.8% | 60.5%+15.3pp | 69.0%+6.9pp | 67.2%+8.6pp |
| Annual return | 8.33% | 46.07%-37.7pp | 1169.05%-1160.7pp | 160.69%-152.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,329 | $3,023+10.1% | $3,986-16.5% | $4,126-19.3% |
| Admin fee / account holder | $3,366 | $5,470-38.5% | $6,853-50.9% | $5,650-40.4% |