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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 | $12,214 | $59,107-79.3% | $86,439-85.9% | $68,495-82.2% |
| Participation rate | 86.4% | 75.2%+11.1pp | 80.3%+6.0pp | 67.9%+18.5pp |
| Annual return | -29.01% | -0.23%-28.8pp | 4395.55%-4424.6pp | -7.84%-21.2pp |
| Employer contribution / active EE | $2,003 | $2,519-20.5% | $3,769-46.9% | $2,596-22.9% |
| Participant deferral / active EE | $7,314 | $5,901+23.9% | $6,952+5.2% | $4,028+81.6% |
| Admin fee / account holder | $866 | $5,637-84.6% | $6,732-87.1% | $5,403-84.0% |