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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 | $4,481 | $100,073-95.5% | $85,126-94.7% | $145,877-96.9% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | -33.65% | 84.11%-117.8pp | 66.63%-100.3pp | 551.28%-584.9pp |
| Employer contribution / active EE | $398 | $3,236-87.7% | $2,731-85.4% | $4,663-91.5% |
| Participant deferral / active EE | $2,420 | $5,294-54.3% | $4,523-46.5% | $6,691-63.8% |
| Admin fee / account holder | $1,470 | $7,261-79.8% | $6,160-76.1% | $13,402-89.0% |