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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 | $9,547 | $56,197-83.0% | $67,652-85.9% | $59,633-84.0% |
| Participation rate | 94.1% | 71.5%+22.6pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | -14.34% | 18508.10%-18522.4pp | 6625.40%-6639.7pp | 2041.45%-2055.8pp |
| Employer contribution / active EE | $349 | $1,615-78.4% | $2,266-84.6% | $2,203-84.1% |
| Participant deferral / active EE | $2,978 | $2,844+4.7% | $3,560-16.4% | $3,192-6.7% |
| Admin fee / account holder | $2,670 | $3,958-32.5% | $4,821-44.6% | $4,297-37.9% |