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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 | $4,834 | $157,304-96.9% | $141,197-96.6% | $152,909-96.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | -38.95% | 64.34%-103.3pp | 71.41%-110.4pp | 345.46%-384.4pp |
| Employer contribution / active EE | $1,355 | $5,263-74.3% | $4,736-71.4% | $4,764-71.6% |
| Participant deferral / active EE | $3,185 | $7,111-55.2% | $6,710-52.5% | $5,851-45.6% |
| Admin fee / account holder | $635 | $12,126-94.8% | $10,265-93.8% | $11,601-94.5% |