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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 | $6,790 | $134,817-95.0% | $123,973-94.5% | $155,188-95.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 2.03% | 515.49%-513.5pp | 388.13%-386.1pp | 148.84%-146.8pp |
| Employer contribution / active EE | $2,000 | $4,425-54.8% | $4,126-51.5% | $4,248-52.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $490 | $13,245-96.3% | $11,799-95.8% | $14,480-96.6% |