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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 | $14,345 | $57,352-75.0% | $83,830-82.9% | $64,173-77.6% |
| Participation rate | 83.1% | 68.6%+14.5pp | 76.1%+7.0pp | 69.6%+13.6pp |
| Annual return | -10.00% | 11.38%-21.4pp | 850.97%-861.0pp | 7.63%-17.6pp |
| Employer contribution / active EE | $716 | $2,546-71.9% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $3,764 | $2,993+25.8% | $4,082-7.8% | $3,470+8.5% |
| Admin fee / account holder | $822 | $4,046-79.7% | $5,479-85.0% | $4,887-83.2% |