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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 | $12,826 | $45,566-71.9% | $64,105-80.0% | $59,633-78.5% |
| Participation rate | 96.6% | 60.2%+36.4pp | 68.2%+28.4pp | 68.7%+27.9pp |
| Annual return | -4.72% | 4.95%-9.7pp | 791.24%-796.0pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $3,106 | $934+232.5% | $1,820+70.7% | $2,203+41.0% |
| Participant deferral / active EE | $1,336 | $2,057-35.1% | $2,822-52.7% | $3,192-58.2% |
| Admin fee / account holder | $659 | $3,268-79.8% | $4,499-85.4% | $4,297-84.7% |