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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 | $13,472 | $82,674-83.7% | $125,381-89.3% | $68,486-80.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -22.44% | -5.97%-16.5pp | 572.31%-594.7pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,710 | $3,382-49.4% | $4,815-64.5% | $2,597-34.2% |
| Participant deferral / active EE | $5,608 | $6,111-8.2% | $7,448-24.7% | $4,028+39.3% |
| Admin fee / account holder | $491 | $6,277-92.2% | $10,007-95.1% | $5,404-90.9% |