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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 | $7,002 | $45,152-84.5% | $73,835-90.5% | $59,633-88.3% |
| Participation rate | 91.0% | 64.0%+27.0pp | 73.4%+17.6pp | 68.7%+22.4pp |
| Annual return | -3.55% | 27.40%-31.0pp | 2268.13%-2271.7pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $995 | $1,901-47.7% | $2,788-64.3% | $2,203-54.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,152 | $3,515-67.2% | $4,880-76.4% | $4,297-73.2% |