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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 | $4,412 | $106,551-95.9% | $91,225-95.2% | $134,532-96.7% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -26.11% | 160.78%-186.9pp | 114.12%-140.2pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,222 | $3,331-63.3% | $2,851-57.1% | $4,741-74.2% |
| Participant deferral / active EE | $1,717 | $4,718-63.6% | $4,233-59.4% | $6,401-73.2% |
| Admin fee / account holder | $806 | $6,234-87.1% | $5,422-85.1% | $11,429-92.9% |