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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 | $17,020 | $45,566-62.6% | $64,105-73.4% | $59,633-71.5% |
| Participation rate | 76.8% | 60.2%+16.6pp | 68.2%+8.6pp | 68.7%+8.1pp |
| Annual return | -3.26% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,168 | $934+25.0% | $1,820-35.8% | $2,203-47.0% |
| Participant deferral / active EE | $1,877 | $2,057-8.7% | $2,822-33.5% | $3,192-41.2% |
| Admin fee / account holder | $315 | $3,268-90.4% | $4,499-93.0% | $4,297-92.7% |