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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 | $10,229 | $45,566-77.6% | $64,105-84.0% | $59,633-82.8% |
| Participation rate | 73.3% | 60.2%+13.2pp | 68.2%+5.2pp | 68.7%+4.7pp |
| Annual return | -6.16% | 4.95%-11.1pp | 791.24%-797.4pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $538 | $934-42.4% | $1,820-70.4% | $2,203-75.6% |
| Participant deferral / active EE | $1,842 | $2,057-10.4% | $2,822-34.7% | $3,192-42.3% |
| Admin fee / account holder | $445 | $3,268-86.4% | $4,499-90.1% | $4,297-89.6% |