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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 | $9,948 | $82,678-88.0% | $125,391-92.1% | $68,490-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.50% | -5.97%-14.5pp | 572.41%-592.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,371 | $3,382-59.5% | $4,816-71.5% | $2,597-47.2% |
| Participant deferral / active EE | $4,128 | $6,111-32.4% | $7,448-44.6% | $4,028+2.5% |
| Admin fee / account holder | $1,253 | $6,277-80.0% | $10,009-87.5% | $5,403-76.8% |