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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 | $6,042 | $49,177-87.7% | $79,476-92.4% | $64,181-90.6% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.3%+17.8pp | 69.6%+21.5pp |
| Annual return | -12.42% | -1.16%-11.3pp | 718.21%-730.6pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,421 | $2,076-31.6% | $2,800-49.3% | $2,381-40.3% |
| Participant deferral / active EE | $2,050 | $2,821-27.3% | $3,704-44.7% | $3,470-40.9% |
| Admin fee / account holder | $423 | $3,839-89.0% | $5,113-91.7% | $4,887-91.3% |