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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 | $3,547 | $110,379-96.8% | $102,412-96.5% | $145,884-97.6% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | -69.65% | 24.84%-94.5pp | 24.94%-94.6pp | 551.85%-621.5pp |
| Employer contribution / active EE | $1,171 | $4,216-72.2% | $3,870-69.7% | $4,662-74.9% |
| Participant deferral / active EE | $1,993 | $5,622-64.5% | $5,060-60.6% | $6,690-70.2% |
| Admin fee / account holder | $2,098 | $9,745-78.5% | $8,388-75.0% | $13,392-84.3% |