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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 | $8,108 | $45,438-82.2% | $80,004-89.9% | $59,633-86.4% |
| Participation rate | 76.9% | 63.7%+13.2pp | 73.0%+3.9pp | 68.7%+8.3pp |
| Annual return | -8.76% | 5.10%-13.9pp | 7.63%-16.4pp | 2041.45%-2050.2pp |
| Employer contribution / active EE | $740 | $1,236-40.1% | $2,473-70.1% | $2,203-66.4% |
| Participant deferral / active EE | $1,817 | $2,231-18.6% | $3,204-43.3% | $3,192-43.1% |
| Admin fee / account holder | $525 | $3,464-84.9% | $5,033-89.6% | $4,297-87.8% |