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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 | $2,259 | $55,902-96.0% | $76,030-97.0% | $80,959-97.2% |
| Participation rate | 82.1% | 62.1%+20.1pp | 69.1%+13.1pp | 67.7%+14.5pp |
| Annual return | 4.86% | 20.59%-15.7pp | 361.54%-356.7pp | 35.67%-30.8pp |
| Employer contribution / active EE | $633 | $1,867-66.1% | $2,688-76.5% | $2,757-77.1% |
| Participant deferral / active EE | $1,046 | $3,051-65.7% | $4,257-75.4% | $4,300-75.7% |
| Admin fee / account holder | $330 | $5,239-93.7% | $6,421-94.9% | $6,925-95.2% |