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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 | $10,693 | $45,566-76.5% | $64,105-83.3% | $59,633-82.1% |
| Participation rate | 71.2% | 60.2%+11.0pp | 68.2%+3.0pp | 68.7%+2.5pp |
| Annual return | -4.97% | 4.95%-9.9pp | 791.24%-796.2pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $1,068 | $934+14.3% | $1,820-41.3% | $2,203-51.5% |
| Participant deferral / active EE | $1,330 | $2,057-35.3% | $2,822-52.9% | $3,192-58.3% |
| Admin fee / account holder | $340 | $3,268-89.6% | $4,499-92.4% | $4,297-92.1% |