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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 | $5,959 | $56,197-89.4% | $67,652-91.2% | $59,633-90.0% |
| Participation rate | 97.0% | 71.5%+25.5pp | 75.7%+21.3pp | 68.7%+28.3pp |
| Annual return | -6.58% | 18508.10%-18514.7pp | 6625.40%-6632.0pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $1,812 | $1,615+12.3% | $2,266-20.0% | $2,203-17.7% |
| Participant deferral / active EE | $1,776 | $2,844-37.6% | $3,560-50.1% | $3,192-44.4% |
| Admin fee / account holder | $316 | $3,958-92.0% | $4,821-93.4% | $4,297-92.6% |