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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 | $2,615 | $93,098-97.2% | $77,081-96.6% | $134,509-98.1% |
| Participation rate | 78.9% | 74.5%+4.5pp | 67.9%+11.0pp | 81.2%-2.3pp |
| Annual return | -21.80% | 62.63%-84.4pp | 42.33%-64.1pp | 418.13%-439.9pp |
| Employer contribution / active EE | $927 | $3,419-72.9% | $2,813-67.1% | $4,741-80.4% |
| Participant deferral / active EE | $1,589 | $5,239-69.7% | $4,428-64.1% | $6,400-75.2% |
| Admin fee / account holder | $695 | $6,945-90.0% | $5,427-87.2% | $11,427-93.9% |