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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 | $13,962 | $57,352-75.7% | $83,830-83.3% | $64,173-78.2% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -11.32% | 11.38%-22.7pp | 850.97%-862.3pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,818 | $2,546+10.7% | $3,631-22.4% | $2,381+18.4% |
| Participant deferral / active EE | $3,448 | $2,993+15.2% | $4,082-15.5% | $3,470-0.6% |
| Admin fee / account holder | $800 | $4,046-80.2% | $5,479-85.4% | $4,887-83.6% |