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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 | $945 | $29,733-96.8% | $56,025-98.3% | $80,959-98.8% |
| Participation rate | 87.1% | 41.7%+45.4pp | 52.5%+34.6pp | 67.7%+19.4pp |
| Annual return | -11.17% | 35.28%-46.5pp | 1712.69%-1723.9pp | 35.67%-46.8pp |
| Employer contribution / active EE | $283 | $672-57.9% | $1,042-72.9% | $2,757-89.7% |
| Participant deferral / active EE | $403 | $1,229-67.2% | $1,955-79.4% | $4,300-90.6% |
| Admin fee / account holder | $429 | $2,434-82.4% | $2,828-84.8% | $6,925-93.8% |