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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 | $10,218 | $52,678-80.6% | $75,784-86.5% | $59,633-82.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.27% | 2.95%-8.2pp | 9.68%-14.9pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $4,928 | $2,193+124.7% | $3,323+48.3% | $2,203+123.7% |
| Participant deferral / active EE | $2,500 | $2,591-3.5% | $3,652-31.5% | $3,192-21.7% |
| Admin fee / account holder | $1,708 | $3,610-52.7% | $5,300-67.8% | $4,297-60.2% |