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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 | $8,720 | $77,638-88.8% | $156,551-94.4% | $62,881-86.1% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | -1.47% | 50.33%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $428 | $3,444-87.6% | $5,501-92.2% | $2,281-81.2% |
| Participant deferral / active EE | $829 | $3,046-72.8% | $4,871-83.0% | $3,203-74.1% |
| Admin fee / account holder | $417 | $5,561-92.5% | $13,028-96.8% | $4,296-90.3% |