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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 | $4,422 | $82,314-94.6% | $68,808-93.6% | $134,532-96.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.37% | -2.18%-20.2pp | -6.37%-16.0pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,202 | $3,301-63.6% | $2,656-54.7% | $4,741-74.6% |
| Participant deferral / active EE | $1,440 | $4,740-69.6% | $3,942-63.5% | $6,401-77.5% |
| Admin fee / account holder | $885 | $6,484-86.4% | $4,936-82.1% | $11,429-92.3% |