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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 | $5,871 | $75,962-92.3% | $154,111-96.2% | $64,173-90.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.98% | 30.32%-42.3pp | 735.18%-747.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,312 | $3,350-60.8% | $5,298-75.2% | $2,381-44.9% |
| Participant deferral / active EE | $3,089 | $3,175-2.7% | $5,081-39.2% | $3,470-11.0% |
| Admin fee / account holder | $323 | $5,589-94.2% | $13,411-97.6% | $4,887-93.4% |