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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 | $2,338 | $27,632-91.5% | $61,452-96.2% | $68,486-96.6% |
| Participation rate | 87.9% | 39.5%+48.4pp | 52.6%+35.3pp | 67.9%+20.0pp |
| Annual return | -24.73% | -13.24%-11.5pp | 338.96%-363.7pp | -7.85%-16.9pp |
| Employer contribution / active EE | $792 | $696+13.9% | $1,160-31.7% | $2,597-69.5% |
| Participant deferral / active EE | $1,493 | $1,264+18.1% | $2,125-29.7% | $4,028-62.9% |
| Admin fee / account holder | $673 | $2,010-66.5% | $2,131-68.4% | $5,404-87.5% |