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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 | $6,051 | $57,352-89.4% | $83,830-92.8% | $64,173-90.6% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -9.53% | 11.38%-20.9pp | 850.97%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $762 | $2,546-70.1% | $3,631-79.0% | $2,381-68.0% |
| Participant deferral / active EE | $3,344 | $2,993+11.7% | $4,082-18.1% | $3,470-3.6% |
| Admin fee / account holder | $378 | $4,046-90.7% | $5,479-93.1% | $4,887-92.3% |