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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 | $17,262 | $54,320-68.2% | $67,652-74.5% | $52,331-67.0% |
| Participation rate | 92.1% | 73.6%+18.5pp | 75.7%+16.4pp | 68.1%+24.0pp |
| Annual return | -2.41% | 6.81%-9.2pp | 6625.40%-6627.8pp | 4.54%-6.9pp |
| Employer contribution / active EE | $4,041 | $1,544+161.8% | $2,266+78.4% | $1,882+114.8% |
| Participant deferral / active EE | $1,677 | $2,950-43.2% | $3,560-52.9% | $3,022-44.5% |
| Admin fee / account holder | $494 | $527-6.1% | $4,821-89.7% | $592-16.4% |