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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 | $6,389 | $97,027-93.4% | $83,323-92.3% | $135,382-95.3% |
| Participation rate | 88.2% | 80.4%+7.8pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -38.98% | 12.31%-51.3pp | 10.63%-49.6pp | 519.77%-558.8pp |
| Employer contribution / active EE | $3,433 | $4,143-17.1% | $3,379+1.6% | $4,779-28.2% |
| Participant deferral / active EE | $2,333 | $5,964-60.9% | $5,565-58.1% | $5,609-58.4% |
| Admin fee / account holder | $767 | $8,427-90.9% | $7,539-89.8% | $10,829-92.9% |