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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 | $11,687 | $102,385-88.6% | $147,080-92.1% | $80,935-85.6% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 6.44% | 135.09%-128.6pp | 420.17%-413.7pp | 35.66%-29.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,437 | $6,651-48.3% | $8,066-57.4% | $4,299-20.1% |
| Admin fee / account holder | $861 | $7,951-89.2% | $12,989-93.4% | $6,924-87.6% |