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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 | $9,570 | $68,996-86.1% | $159,991-94.0% | $68,495-86.0% |
| Participation rate | 78.4% | 65.4%+13.0pp | 78.0%+0.4pp | 67.9%+10.5pp |
| Annual return | -26.64% | -9.65%-17.0pp | 408.82%-435.5pp | -7.84%-18.8pp |
| Employer contribution / active EE | $655 | $2,212-70.4% | $4,225-84.5% | $2,596-74.8% |
| Participant deferral / active EE | $4,017 | $4,211-4.6% | $6,183-35.0% | $4,028-0.3% |
| Admin fee / account holder | $467 | $4,797-90.3% | $8,715-94.6% | $5,403-91.4% |