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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 | $91,086-93.1% | $203,872-96.9% | $86,983-92.8% |
| Participation rate | 82.9% | 65.8%+17.0pp | 77.8%+5.1pp | 69.5%+13.3pp |
| Annual return | -3.63% | 22.30%-25.9pp | 85.11%-88.7pp | 25.83%-29.5pp |
| Employer contribution / active EE | $1,303 | $2,063-36.9% | $3,757-65.3% | $2,584-49.6% |
| Participant deferral / active EE | $3,226 | $4,019-19.7% | $6,388-49.5% | $4,194-23.1% |
| Admin fee / account holder | $1,018 | $8,987-88.7% | $11,730-91.3% | $7,856-87.0% |