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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 | $20,471 | $65,704-68.8% | $94,229-78.3% | $59,633-65.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.72% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $4,331 | $2,021+114.3% | $3,587+20.7% | $2,203+96.6% |
| Participant deferral / active EE | $3,370 | $3,143+7.2% | $4,320-22.0% | $3,192+5.6% |
| Admin fee / account holder | $1,183 | $4,265-72.2% | $6,269-81.1% | $4,297-72.5% |