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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 | $2,367 | $82,314-97.1% | $68,808-96.6% | $134,532-98.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -46.08% | -2.18%-43.9pp | -6.37%-39.7pp | 418.27%-464.3pp |
| Employer contribution / active EE | $1,073 | $3,301-67.5% | $2,656-59.6% | $4,741-77.4% |
| Participant deferral / active EE | $1,646 | $4,740-65.3% | $3,942-58.3% | $6,401-74.3% |
| Admin fee / account holder | $1,813 | $6,484-72.0% | $4,936-63.3% | $11,429-84.1% |