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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 | $8,365 | $72,404-88.4% | $110,241-92.4% | $64,181-87.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -12.56% | -6.29%-6.3pp | 314.75%-327.3pp | 7.63%-20.2pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $3,827-46.6% | $2,381-14.1% |
| Participant deferral / active EE | $4,327 | $3,469+24.7% | $4,672-7.4% | $3,470+24.7% |
| Admin fee / account holder | $371 | $5,664-93.4% | $8,548-95.7% | $4,887-92.4% |