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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 | $6,003 | $106,003-94.3% | $92,236-93.5% | $147,585-95.9% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | -41.08% | 50.05%-91.1pp | 176.29%-217.4pp | 578.57%-619.7pp |
| Employer contribution / active EE | $1,276 | $4,333-70.6% | $3,679-65.3% | $4,876-73.8% |
| Participant deferral / active EE | $3,795 | $4,478-15.2% | $3,897-2.6% | $5,439-30.2% |
| Admin fee / account holder | $1,786 | $6,333-71.8% | $5,194-65.6% | $10,885-83.6% |