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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 | $3,554 | $95,188-96.3% | $76,518-95.4% | $135,379-97.4% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | -20.45% | 4.85%-25.3pp | -0.27%-20.2pp | 519.79%-540.2pp |
| Employer contribution / active EE | $1,566 | $3,303-52.6% | $2,647-40.8% | $4,779-67.2% |
| Participant deferral / active EE | $2,277 | $4,640-50.9% | $3,836-40.6% | $5,609-59.4% |
| Admin fee / account holder | $445 | $6,249-92.9% | $4,849-90.8% | $10,828-95.9% |