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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 | $15,265 | $63,346-75.9% | $92,240-83.5% | $70,126-78.2% |
| Participation rate | 79.6% | 68.7%+10.9pp | 76.5%+3.1pp | 69.5%+10.1pp |
| Annual return | 11.48% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,092 | $2,854-26.7% | $3,897-46.3% | $3,332-37.2% |
| Admin fee / account holder | $1,887 | $3,841-50.9% | $5,194-63.7% | $4,645-59.4% |