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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 | $5,811 | $57,352-89.9% | $83,831-93.1% | $64,173-90.9% |
| Participation rate | 80.3% | 68.6%+11.7pp | 76.1%+4.1pp | 69.6%+10.7pp |
| Annual return | -14.62% | 11.38%-26.0pp | 850.99%-865.6pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,187 | $2,546-53.4% | $3,631-67.3% | $2,381-50.1% |
| Participant deferral / active EE | $1,445 | $2,993-51.7% | $4,082-64.6% | $3,470-58.4% |
| Admin fee / account holder | $480 | $4,046-88.1% | $5,479-91.2% | $4,887-90.2% |