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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 | $12,964 | $72,404-82.1% | $110,243-88.2% | $64,173-79.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -11.96% | -6.29%-5.7pp | 314.76%-326.7pp | 7.63%-19.6pp |
| Employer contribution / active EE | $5,183 | $2,282+127.2% | $3,827+35.5% | $2,381+117.7% |
| Participant deferral / active EE | $4,330 | $3,469+24.8% | $4,672-7.3% | $3,470+24.8% |
| Admin fee / account holder | $1,368 | $5,664-75.8% | $8,548-84.0% | $4,887-72.0% |