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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 | $4,154 | $133,998-96.9% | $112,263-96.3% | $134,545-96.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -22.74% | 47.17%-69.9pp | 27.49%-50.2pp | 418.37%-441.1pp |
| Employer contribution / active EE | $1,384 | $4,040-65.8% | $3,636-61.9% | $4,742-70.8% |
| Participant deferral / active EE | $2,028 | $5,292-61.7% | $4,729-57.1% | $6,401-68.3% |
| Admin fee / account holder | $384 | $7,493-94.9% | $6,410-94.0% | $11,431-96.6% |