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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 | $5,951 | $77,908-92.4% | $149,696-96.0% | $75,173-92.1% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | -1.48% | 31.73%-33.2pp | 134.46%-135.9pp | 160.72%-162.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,779 | $3,411-47.9% | $5,682-68.7% | $4,126-56.9% |
| Admin fee / account holder | $768 | $5,950-87.1% | $13,212-94.2% | $5,651-86.4% |