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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 | $5,542 | $68,996-92.0% | $159,991-96.5% | $68,495-91.9% |
| Participation rate | 96.2% | 65.4%+30.7pp | 78.0%+18.2pp | 67.9%+28.3pp |
| Annual return | -25.02% | -9.65%-15.4pp | 408.82%-433.8pp | -7.84%-17.2pp |
| Employer contribution / active EE | $946 | $2,212-57.2% | $4,225-77.6% | $2,596-63.6% |
| Participant deferral / active EE | $4,233 | $4,211+0.5% | $6,183-31.5% | $4,028+5.1% |
| Admin fee / account holder | $341 | $4,797-92.9% | $8,715-96.1% | $5,403-93.7% |