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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 | $3,295 | $82,314-96.0% | $68,808-95.2% | $134,532-97.6% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -51.84% | -2.18%-49.7pp | -6.37%-45.5pp | 418.27%-470.1pp |
| Employer contribution / active EE | $1,308 | $3,301-60.4% | $2,656-50.7% | $4,741-72.4% |
| Participant deferral / active EE | $1,992 | $4,740-58.0% | $3,942-49.5% | $6,401-68.9% |
| Admin fee / account holder | $552 | $6,484-91.5% | $4,936-88.8% | $11,429-95.2% |