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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 | $7,678 | $82,674-90.7% | $125,381-93.9% | $68,486-88.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.31%-592.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,704 | $3,382-49.6% | $4,815-64.6% | $2,597-34.4% |
| Participant deferral / active EE | $3,521 | $6,111-42.4% | $7,448-52.7% | $4,028-12.6% |
| Admin fee / account holder | $692 | $6,277-89.0% | $10,007-93.1% | $5,404-87.2% |