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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 | $8,184 | $44,103-81.4% | $75,826-89.2% | $64,173-87.2% |
| Participation rate | 89.1% | 62.7%+26.4pp | 68.2%+20.9pp | 69.6%+19.6pp |
| Annual return | -9.71% | -4.72%-5.0pp | 1914.15%-1923.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $542 | $1,446-62.5% | $1,913-71.7% | $2,381-77.2% |
| Participant deferral / active EE | $1,816 | $2,204-17.6% | $2,862-36.5% | $3,470-47.6% |
| Admin fee / account holder | $604 | $3,506-82.8% | $4,726-87.2% | $4,887-87.6% |