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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 | $3,973 | $117,895-96.6% | $102,460-96.1% | $145,897-97.3% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | -12.40% | 31.92%-44.3pp | 29.47%-41.9pp | 552.29%-564.7pp |
| Employer contribution / active EE | $1,072 | $3,619-70.4% | $3,025-64.6% | $4,663-77.0% |
| Participant deferral / active EE | $2,703 | $5,736-52.9% | $5,056-46.5% | $6,689-59.6% |
| Admin fee / account holder | $530 | $13,353-96.0% | $9,460-94.4% | $13,390-96.0% |