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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 | $13,811 | $45,566-69.7% | $64,105-78.5% | $59,633-76.8% |
| Participation rate | 81.3% | 60.2%+21.1pp | 68.2%+13.1pp | 68.7%+12.6pp |
| Annual return | -3.57% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $897 | $934-4.0% | $1,820-50.7% | $2,203-59.3% |
| Participant deferral / active EE | $972 | $2,057-52.7% | $2,822-65.6% | $3,192-69.5% |
| Admin fee / account holder | $1,284 | $3,268-60.7% | $4,499-71.5% | $4,297-70.1% |