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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 | $9,002 | $43,730-79.4% | $121,220-92.6% | $64,173-86.0% |
| Participation rate | 77.6% | 58.3%+19.2pp | 71.8%+5.8pp | 69.6%+8.0pp |
| Annual return | -12.22% | 68.94%-81.2pp | 16.94%-29.2pp | 7.63%-19.9pp |
| Employer contribution / active EE | $698 | $1,297-46.2% | $4,023-82.6% | $2,381-70.7% |
| Participant deferral / active EE | $2,441 | $2,281+7.0% | $3,345-27.0% | $3,470-29.6% |
| Admin fee / account holder | $334 | $3,502-90.5% | $5,021-93.3% | $4,887-93.2% |