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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 | $7,357 | $134,001-94.5% | $112,258-93.4% | $134,509-94.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -21.63% | 47.15%-68.8pp | 27.47%-49.1pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,821 | $4,039-54.9% | $3,636-49.9% | $4,741-61.6% |
| Participant deferral / active EE | $3,258 | $5,291-38.4% | $4,728-31.1% | $6,400-49.1% |
| Admin fee / account holder | $1,035 | $7,491-86.2% | $6,411-83.9% | $11,427-90.9% |