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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 | $5,869 | $167,362-96.5% | $143,799-95.9% | $134,532-95.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -30.41% | 0.47%-30.9pp | -0.04%-30.4pp | 418.27%-448.7pp |
| Employer contribution / active EE | $1,384 | $5,620-75.4% | $4,952-72.0% | $4,741-70.8% |
| Participant deferral / active EE | $3,959 | $6,447-38.6% | $5,638-29.8% | $6,401-38.2% |
| Admin fee / account holder | $612 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |