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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 | $15,124 | $59,116-74.4% | $86,438-82.5% | $68,486-77.9% |
| Participation rate | 89.3% | 75.2%+14.1pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -19.14% | -0.23%-18.9pp | 4397.19%-4416.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $761 | $2,519-69.8% | $3,769-79.8% | $2,597-70.7% |
| Participant deferral / active EE | $4,431 | $5,902-24.9% | $6,952-36.3% | $4,028+10.0% |
| Admin fee / account holder | $590 | $5,639-89.5% | $6,733-91.2% | $5,404-89.1% |