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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 | $13,395 | $52,519-74.5% | $155,789-91.4% | $59,633-77.5% |
| Participation rate | 88.9% | 61.7%+27.2pp | 76.1%+12.8pp | 68.7%+20.2pp |
| Annual return | -3.57% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $3,768 | $1,589+137.1% | $3,839-1.9% | $2,203+71.0% |
| Participant deferral / active EE | $1,043 | $3,084-66.2% | $4,798-78.3% | $3,192-67.3% |
| Admin fee / account holder | $1,840 | $3,540-48.0% | $7,477-75.4% | $4,297-57.2% |