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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 | $6,489 | $57,350-88.7% | $83,850-92.3% | $64,181-89.9% |
| Participation rate | 93.0% | 68.6%+24.4pp | 76.1%+16.9pp | 69.6%+23.5pp |
| Annual return | -10.94% | 11.38%-22.3pp | 850.92%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,515 | $2,545-40.5% | $3,631-58.3% | $2,381-36.4% |
| Participant deferral / active EE | $2,033 | $2,993-32.1% | $4,082-50.2% | $3,470-41.4% |
| Admin fee / account holder | $1,702 | $4,046-57.9% | $5,478-68.9% | $4,887-65.2% |