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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 | $3,196 | $82,674-96.1% | $125,381-97.5% | $68,486-95.3% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -26.34% | -5.97%-20.4pp | 572.31%-598.7pp | -7.85%-18.5pp |
| Employer contribution / active EE | $1,202 | $3,382-64.5% | $4,815-75.0% | $2,597-53.7% |
| Participant deferral / active EE | $2,781 | $6,111-54.5% | $7,448-62.7% | $4,028-30.9% |
| Admin fee / account holder | $677 | $6,277-89.2% | $10,007-93.2% | $5,404-87.5% |