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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 | $5,892 | $82,674-92.9% | $125,363-95.3% | $68,495-91.4% |
| Participation rate | 83.0% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.1pp |
| Annual return | -24.21% | -5.97%-18.2pp | 572.15%-596.4pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,054 | $3,382-68.8% | $4,815-78.1% | $2,596-59.4% |
| Participant deferral / active EE | $2,676 | $6,111-56.2% | $7,447-64.1% | $4,028-33.6% |
| Admin fee / account holder | $316 | $6,276-95.0% | $10,005-96.8% | $5,403-94.1% |