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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 | $10,942 | $59,111-81.5% | $86,451-87.3% | $68,490-84.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -31.40% | -0.22%-31.2pp | 4398.51%-4429.9pp | -7.85%-23.6pp |
| Employer contribution / active EE | $856 | $2,519-66.0% | $3,770-77.3% | $2,597-67.0% |
| Participant deferral / active EE | $8,369 | $5,900+41.8% | $6,953+20.4% | $4,028+107.8% |
| Admin fee / account holder | $341 | $5,640-93.9% | $6,734-94.9% | $5,403-93.7% |