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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 | $10,959 | $75,962-85.6% | $154,108-92.9% | $64,173-82.9% |
| Participation rate | 75.4% | 70.4%+5.0pp | 83.0%-7.6pp | 69.6%+5.8pp |
| Annual return | -10.62% | 30.32%-40.9pp | 735.21%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,381 | $3,350-58.8% | $5,298-73.9% | $2,381-42.0% |
| Participant deferral / active EE | $2,298 | $3,175-27.6% | $5,081-54.8% | $3,470-33.8% |
| Admin fee / account holder | $770 | $5,589-86.2% | $13,411-94.3% | $4,887-84.2% |