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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 | $5,621 | $111,830-95.0% | $93,696-94.0% | $145,884-96.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | -18.40% | 204.08%-222.5pp | 133.74%-152.1pp | 551.85%-570.2pp |
| Employer contribution / active EE | $602 | $3,093-80.5% | $2,422-75.2% | $4,662-87.1% |
| Participant deferral / active EE | $1,740 | $4,920-64.6% | $4,417-60.6% | $6,690-74.0% |
| Admin fee / account holder | $1,284 | $10,249-87.5% | $8,287-84.5% | $13,392-90.4% |