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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 | $1,905 | $49,976-96.2% | $66,674-97.1% | $82,637-97.7% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 6.82% | 39.09%-32.3pp | 321.24%-314.4pp | 53.51%-46.7pp |
| Employer contribution / active EE | $687 | $1,988-65.5% | $2,620-73.8% | $2,552-73.1% |
| Participant deferral / active EE | $761 | $2,847-73.3% | $4,084-81.4% | $4,126-81.6% |
| Admin fee / account holder | $1,325 | $4,594-71.2% | $5,098-74.0% | $7,339-81.9% |