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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 | $8,223 | $75,962-89.2% | $154,111-94.7% | $64,173-87.2% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -9.84% | 30.32%-40.2pp | 735.18%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,118 | $3,350-36.8% | $5,298-60.0% | $2,381-11.1% |
| Participant deferral / active EE | $3,236 | $3,175+1.9% | $5,081-36.3% | $3,470-6.7% |
| Admin fee / account holder | $2,815 | $5,589-49.6% | $13,411-79.0% | $4,887-42.4% |