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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 | $15,183 | $52,519-71.1% | $155,789-90.3% | $59,633-74.5% |
| Participation rate | 94.3% | 61.7%+32.6pp | 76.1%+18.2pp | 68.7%+25.7pp |
| Annual return | -3.55% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,592 | $1,589+0.2% | $3,839-58.5% | $2,203-27.7% |
| Participant deferral / active EE | $2,488 | $3,084-19.4% | $4,798-48.2% | $3,192-22.1% |
| Admin fee / account holder | $1,930 | $3,540-45.5% | $7,477-74.2% | $4,297-55.1% |