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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 | $5,844 | $93,117-93.7% | $77,096-92.4% | $134,532-95.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -22.17% | 62.67%-84.8pp | 42.35%-64.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $1,608 | $3,420-53.0% | $2,814-42.9% | $4,741-66.1% |
| Participant deferral / active EE | $2,382 | $5,241-54.5% | $4,429-46.2% | $6,401-62.8% |
| Admin fee / account holder | $525 | $6,948-92.4% | $5,428-90.3% | $11,429-95.4% |