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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 | $4,658 | $88,596-94.7% | $70,098-93.4% | $134,509-96.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -22.81% | 442.67%-465.5pp | 190.76%-213.6pp | 418.13%-440.9pp |
| Employer contribution / active EE | $1,730 | $3,235-46.5% | $2,560-32.4% | $4,741-63.5% |
| Participant deferral / active EE | $2,041 | $4,772-57.2% | $3,849-47.0% | $6,400-68.1% |
| Admin fee / account holder | $1,285 | $10,441-87.7% | $6,266-79.5% | $11,427-88.8% |