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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 | $9,060 | $54,355-83.3% | $82,744-89.1% | $68,486-86.8% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -27.40% | -13.67%-13.7pp | 702.22%-729.6pp | -7.85%-19.5pp |
| Employer contribution / active EE | $532 | $2,219-76.0% | $3,008-82.3% | $2,597-79.5% |
| Participant deferral / active EE | $4,279 | $3,246+31.8% | $4,395-2.6% | $4,028+6.2% |
| Admin fee / account holder | $557 | $4,397-87.3% | $5,325-89.5% | $5,404-89.7% |