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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 | $29,378 | $82,032-64.2% | $123,106-76.1% | $59,633-50.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.01% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $4,613 | $3,297+39.9% | $5,151-10.4% | $2,203+109.4% |
| Participant deferral / active EE | $4,816 | $4,667+3.2% | $6,229-22.7% | $3,192+50.9% |
| Admin fee / account holder | $2,139 | $5,881-63.6% | $9,015-76.3% | $4,297-50.2% |