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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 | $9,160 | $82,678-88.9% | $125,391-92.7% | $68,490-86.6% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -19.62% | -5.97%-13.7pp | 572.41%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,434 | $3,382-57.6% | $4,816-70.2% | $2,597-44.8% |
| Participant deferral / active EE | $3,631 | $6,111-40.6% | $7,448-51.3% | $4,028-9.9% |
| Admin fee / account holder | $533 | $6,277-91.5% | $10,009-94.7% | $5,403-90.1% |