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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 | $12,228 | $57,350-78.7% | $83,850-85.4% | $64,181-80.9% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | -9.42% | 11.38%-20.8pp | 850.92%-860.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,433 | $2,545-43.7% | $3,631-60.5% | $2,381-39.8% |
| Participant deferral / active EE | $2,990 | $2,993-0.1% | $4,082-26.7% | $3,470-13.8% |
| Admin fee / account holder | $575 | $4,046-85.8% | $5,478-89.5% | $4,887-88.2% |