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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 | $12,873 | $39,245-67.2% | $64,105-79.9% | $52,331-75.4% |
| Participation rate | 73.5% | 58.2%+15.3pp | 68.2%+5.4pp | 68.1%+5.4pp |
| Annual return | -2.38% | 14.79%-17.2pp | 791.24%-793.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $463 | $736-37.1% | $1,820-74.5% | $1,882-75.4% |
| Participant deferral / active EE | $2,733 | $1,992+37.2% | $2,822-3.2% | $3,022-9.6% |
| Admin fee / account holder | $406 | $592-31.6% | $4,499-91.0% | $592-31.4% |