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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 | $4,514 | $90,691-95.0% | $76,119-94.1% | $145,884-96.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 8.01% | 624.52%-616.5pp | 361.25%-353.2pp | 551.85%-543.8pp |
| Employer contribution / active EE | $922 | $3,329-72.3% | $2,693-65.8% | $4,662-80.2% |
| Participant deferral / active EE | $1,885 | $5,167-63.5% | $4,259-55.7% | $6,690-71.8% |
| Admin fee / account holder | $1,016 | $8,383-87.9% | $6,421-84.2% | $13,392-92.4% |