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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 | $6,249 | $80,812-92.3% | $160,784-96.1% | $82,448-92.4% |
| Participation rate | 82.9% | 66.2%+16.6pp | 77.0%+5.9pp | 68.1%+14.8pp |
| Annual return | -3.63% | 100.59%-104.2pp | 1803.92%-1807.5pp | 41.64%-45.3pp |
| Employer contribution / active EE | $1,303 | $2,174-40.1% | $3,733-65.1% | $2,551-48.9% |
| Participant deferral / active EE | $3,226 | $4,335-25.6% | $6,293-48.7% | $4,139-22.1% |
| Admin fee / account holder | $1,018 | $7,695-86.8% | $9,717-89.5% | $7,234-85.9% |