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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 | $9,170 | $95,915-90.4% | $79,580-88.5% | $134,532-93.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.70% | -2.71%-20.0pp | 0.15%-22.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,851 | $3,129-40.8% | $2,413-23.3% | $4,741-61.0% |
| Participant deferral / active EE | $2,561 | $4,693-45.4% | $3,985-35.7% | $6,401-60.0% |
| Admin fee / account holder | $951 | $9,132-89.6% | $6,835-86.1% | $11,429-91.7% |