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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 | $11,716 | $56,197-79.2% | $67,652-82.7% | $59,633-80.4% |
| Participation rate | 90.3% | 71.5%+18.9pp | 75.7%+14.7pp | 68.7%+21.7pp |
| Annual return | -2.48% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,642 | $1,615+1.7% | $2,266-27.5% | $2,203-25.5% |
| Participant deferral / active EE | $2,215 | $2,844-22.1% | $3,560-37.8% | $3,192-30.6% |
| Admin fee / account holder | $1,276 | $3,958-67.8% | $4,821-73.5% | $4,297-70.3% |