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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 | $12,842 | $56,197-77.1% | $67,652-81.0% | $59,633-78.5% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | -3.37% | 18508.10%-18511.5pp | 6625.40%-6628.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $471 | $1,615-70.8% | $2,266-79.2% | $2,203-78.6% |
| Participant deferral / active EE | $2,138 | $2,844-24.8% | $3,560-39.9% | $3,192-33.0% |
| Admin fee / account holder | $1,406 | $3,958-64.5% | $4,821-70.8% | $4,297-67.3% |