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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 | $11,389 | $49,177-76.8% | $79,467-85.7% | $64,173-82.3% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | -9.27% | -1.16%-8.1pp | 718.30%-727.6pp | 7.63%-16.9pp |
| Employer contribution / active EE | $794 | $2,076-61.7% | $2,800-71.6% | $2,381-66.6% |
| Participant deferral / active EE | $2,868 | $2,821+1.7% | $3,704-22.6% | $3,470-17.3% |
| Admin fee / account holder | $336 | $3,839-91.2% | $5,104-93.4% | $4,887-93.1% |