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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 | $11,228 | $57,352-80.4% | $83,830-86.6% | $64,173-82.5% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -11.19% | 11.38%-22.6pp | 850.97%-862.2pp | 7.63%-18.8pp |
| Employer contribution / active EE | $6,857 | $2,546+169.4% | $3,631+88.8% | $2,381+188.0% |
| Participant deferral / active EE | $2,318 | $2,993-22.6% | $4,082-43.2% | $3,470-33.2% |
| Admin fee / account holder | $748 | $4,046-81.5% | $5,479-86.4% | $4,887-84.7% |