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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 | $9,557 | $95,188-90.0% | $76,518-87.5% | $135,380-92.9% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -11.38% | 4.85%-16.2pp | -0.27%-11.1pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,077 | $3,303-37.1% | $2,647-21.6% | $4,779-56.5% |
| Participant deferral / active EE | $4,392 | $4,640-5.3% | $3,836+14.5% | $5,609-21.7% |
| Admin fee / account holder | $662 | $6,249-89.4% | $4,849-86.4% | $10,828-93.9% |