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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 | $1,193 | $72,446-98.4% | $67,561-98.2% | $145,877-99.2% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 4.06% | 7211.98%-7207.9pp | 3525.44%-3521.4pp | 551.28%-547.2pp |
| Employer contribution / active EE | $995 | $3,072-67.6% | $2,735-63.6% | $4,663-78.7% |
| Participant deferral / active EE | $1,052 | $4,785-78.0% | $4,003-73.7% | $6,691-84.3% |
| Admin fee / account holder | $1,445 | $5,541-73.9% | $4,006-63.9% | $13,402-89.2% |