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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 | $5,873 | $133,998-95.6% | $112,263-94.8% | $134,545-95.6% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -41.21% | 47.17%-88.4pp | 27.49%-68.7pp | 418.37%-459.6pp |
| Employer contribution / active EE | $1,720 | $4,040-57.4% | $3,636-52.7% | $4,742-63.7% |
| Participant deferral / active EE | $2,986 | $5,292-43.6% | $4,729-36.9% | $6,401-53.4% |
| Admin fee / account holder | $669 | $7,493-91.1% | $6,410-89.6% | $11,431-94.1% |