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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 | $2,613 | $72,177-96.4% | $115,037-97.7% | $59,633-95.6% |
| Participation rate | 95.0% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | -19.80% | 12.02%-31.8pp | 26.14%-45.9pp | 2041.40%-2061.2pp |
| Employer contribution / active EE | $1,337 | $2,841-52.9% | $4,608-71.0% | $2,203-39.3% |
| Participant deferral / active EE | $3,449 | $4,783-27.9% | $6,026-42.8% | $3,192+8.1% |
| Admin fee / account holder | $1,244 | $4,927-74.7% | $8,175-84.8% | $4,297-71.0% |