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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 | $3,436 | $53,546-93.6% | $69,884-95.1% | $68,486-95.0% |
| Participation rate | 91.9% | 64.5%+27.4pp | 70.5%+21.4pp | 67.9%+24.0pp |
| Annual return | -27.30% | -13.87%-13.4pp | 190.81%-218.1pp | -7.85%-19.4pp |
| Employer contribution / active EE | $1,340 | $2,019-33.6% | $2,560-47.6% | $2,597-48.4% |
| Participant deferral / active EE | $1,929 | $2,957-34.8% | $3,848-49.9% | $4,028-52.1% |
| Admin fee / account holder | $593 | $4,693-87.4% | $6,266-90.5% | $5,404-89.0% |