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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 | $12,335 | $75,959-83.8% | $154,114-92.0% | $64,181-80.8% |
| Participation rate | 88.7% | 70.4%+18.3pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -10.60% | 30.32%-40.9pp | 735.16%-745.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,416 | $3,350-57.7% | $5,298-73.3% | $2,381-40.5% |
| Participant deferral / active EE | $1,492 | $3,175-53.0% | $5,081-70.6% | $3,470-57.0% |
| Admin fee / account holder | $440 | $5,589-92.1% | $13,411-96.7% | $4,887-91.0% |