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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 | $4,455 | $100,805-95.6% | $86,698-94.9% | $134,532-96.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.35% | 29.09%-55.4pp | 35.95%-62.3pp | 418.27%-444.6pp |
| Employer contribution / active EE | $1,306 | $3,490-62.6% | $2,837-54.0% | $4,741-72.5% |
| Participant deferral / active EE | $2,305 | $5,339-56.8% | $4,656-50.5% | $6,401-64.0% |
| Admin fee / account holder | $810 | $10,925-92.6% | $7,493-89.2% | $11,429-92.9% |