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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 | $6,788 | $49,177-86.2% | $79,467-91.5% | $64,173-89.4% |
| Participation rate | 79.4% | 65.0%+14.3pp | 73.3%+6.0pp | 69.6%+9.8pp |
| Annual return | -14.38% | -1.16%-13.2pp | 718.30%-732.7pp | 7.63%-22.0pp |
| Employer contribution / active EE | $584 | $2,076-71.9% | $2,800-79.1% | $2,381-75.5% |
| Participant deferral / active EE | $4,856 | $2,821+72.1% | $3,704+31.1% | $3,470+39.9% |
| Admin fee / account holder | $1,719 | $3,839-55.2% | $5,104-66.3% | $4,887-64.8% |