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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 | $9,375 | $84,527-88.9% | $67,711-86.2% | $125,393-92.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.48% | 2.57%-7.0pp | 25.41%-29.9pp | 282.23%-286.7pp |
| Employer contribution / active EE | $1,859 | $3,292-43.5% | $2,559-27.4% | $4,866-61.8% |
| Participant deferral / active EE | $1,393 | $4,429-68.6% | $3,585-61.1% | $5,351-74.0% |
| Admin fee / account holder | $1,589 | $5,340-70.2% | $4,255-62.6% | $9,541-83.3% |