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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 | $4,087 | $82,314-95.0% | $68,808-94.1% | $134,532-97.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -26.38% | -2.18%-24.2pp | -6.37%-20.0pp | 418.27%-444.6pp |
| Employer contribution / active EE | $603 | $3,301-81.7% | $2,656-77.3% | $4,741-87.3% |
| Participant deferral / active EE | $2,311 | $4,740-51.2% | $3,942-41.4% | $6,401-63.9% |
| Admin fee / account holder | $691 | $6,484-89.3% | $4,936-86.0% | $11,429-94.0% |