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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 | $3,150 | $95,895-96.7% | $79,576-96.0% | $134,509-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.13% | -2.72%-30.4pp | 0.15%-33.3pp | 418.13%-451.3pp |
| Employer contribution / active EE | $1,526 | $3,128-51.2% | $2,413-36.8% | $4,741-67.8% |
| Participant deferral / active EE | $2,283 | $4,693-51.4% | $3,985-42.7% | $6,400-64.3% |
| Admin fee / account holder | $1,514 | $9,129-83.4% | $6,834-77.8% | $11,427-86.8% |