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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 | $11,941 | $44,850-73.4% | $60,547-80.3% | $59,633-80.0% |
| Participation rate | 84.8% | 59.5%+25.4pp | 68.0%+16.9pp | 68.7%+16.2pp |
| Annual return | -5.07% | 1074.14%-1079.2pp | 335.64%-340.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,884 | $1,462+28.9% | $2,419-22.1% | $2,203-14.5% |
| Participant deferral / active EE | $4,239 | $2,230+90.1% | $3,328+27.4% | $3,192+32.8% |
| Admin fee / account holder | $367 | $3,635-89.9% | $4,536-91.9% | $4,297-91.5% |