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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 | $7,463 | $49,177-84.8% | $79,467-90.6% | $64,173-88.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.89% | -1.16%-9.7pp | 718.30%-729.2pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,205 | $2,076-42.0% | $2,800-57.0% | $2,381-49.4% |
| Participant deferral / active EE | $1,766 | $2,821-37.4% | $3,704-52.3% | $3,470-49.1% |
| Admin fee / account holder | $660 | $3,839-82.8% | $5,104-87.1% | $4,887-86.5% |