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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 | $7,015 | $75,832-90.7% | $147,617-95.2% | $59,633-88.2% |
| Participation rate | 84.7% | 71.6%+13.2pp | 84.6%+0.1pp | 68.7%+16.1pp |
| Annual return | -12.58% | 0.37%-13.0pp | 61.98%-74.6pp | 2041.45%-2054.0pp |
| Employer contribution / active EE | $1,905 | $3,485-45.3% | $5,564-65.8% | $2,203-13.5% |
| Participant deferral / active EE | $3,859 | $3,131+23.3% | $4,895-21.2% | $3,192+20.9% |
| Admin fee / account holder | $973 | $5,986-83.7% | $11,612-91.6% | $4,297-77.4% |