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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 | $1,279 | $58,241-97.8% | $81,780-98.4% | $80,911-98.4% |
| Participation rate | 77.4% | 63.4%+14.0pp | 72.4%+5.1pp | 67.6%+9.8pp |
| Annual return | 8.11% | 41.73%-33.6pp | 776.27%-768.2pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,102 | $3,283-66.4% | $4,321-74.5% | $4,297-74.4% |
| Admin fee / account holder | $779 | $4,973-84.3% | $7,384-89.5% | $6,935-88.8% |