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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 | $5,006 | $80,812-93.8% | $160,784-96.9% | $82,448-93.9% |
| Participation rate | 83.3% | 66.2%+17.1pp | 77.0%+6.4pp | 68.1%+15.3pp |
| Annual return | 9.62% | 100.59%-91.0pp | 1803.92%-1794.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,900 | $4,335-33.1% | $6,293-53.9% | $4,139-29.9% |
| Admin fee / account holder | $534 | $7,695-93.1% | $9,717-94.5% | $7,234-92.6% |