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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 | $16,720 | $73,102-77.1% | $123,549-86.5% | $56,287-70.3% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -8.22% | 3.01%-11.2pp | 119.20%-127.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,693 | $2,977-43.1% | $4,628-63.4% | $2,111-19.8% |
| Participant deferral / active EE | $3,295 | $5,423-39.2% | $6,426-48.7% | $3,350-1.6% |
| Admin fee / account holder | $1,778 | $554+221.0% | $9,284-80.9% | $521+241.2% |