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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 | $7,693 | $95,915-92.0% | $79,580-90.3% | $134,532-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -63.19% | -2.71%-60.5pp | 0.15%-63.3pp | 418.27%-481.5pp |
| Employer contribution / active EE | $1,712 | $3,129-45.3% | $2,413-29.1% | $4,741-63.9% |
| Participant deferral / active EE | $4,545 | $4,693-3.2% | $3,985+14.1% | $6,401-29.0% |
| Admin fee / account holder | $2,557 | $9,132-72.0% | $6,835-62.6% | $11,429-77.6% |