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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 | $1,552 | $51,638-97.0% | $68,368-97.7% | $82,448-98.1% |
| Participation rate | 70.2% | 63.6%+6.6pp | 73.8%-3.5pp | 68.1%+2.1pp |
| Annual return | -9.92% | 37.53%-47.4pp | 292.57%-302.5pp | 41.64%-51.6pp |
| Employer contribution / active EE | $587 | $2,047-71.3% | $2,649-77.8% | $2,551-77.0% |
| Participant deferral / active EE | $857 | $2,914-70.6% | $4,123-79.2% | $4,139-79.3% |
| Admin fee / account holder | $320 | $4,643-93.1% | $5,150-93.8% | $7,234-95.6% |