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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 | $2,660 | $154,228-98.3% | $145,433-98.2% | $137,256-98.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | -35.39% | 74.59%-110.0pp | 66.58%-102.0pp | 220.34%-255.7pp |
| Employer contribution / active EE | $1,514 | $4,804-68.5% | $4,554-66.8% | $4,156-63.6% |
| Participant deferral / active EE | $3,002 | $8,216-63.5% | $7,897-62.0% | $6,407-53.1% |
| Admin fee / account holder | $924 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |