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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 | $3,132 | $117,694-97.3% | $71,755-95.6% | $134,532-97.7% |
| Participation rate | 93.8% | 68.8%+24.9pp | 62.3%+31.4pp | 81.2%+12.5pp |
| Annual return | -46.89% | 25.33%-72.2pp | 9.09%-56.0pp | 418.27%-465.2pp |
| Employer contribution / active EE | $1,544 | $2,523-38.8% | $1,704-9.4% | $4,741-67.4% |
| Participant deferral / active EE | $2,135 | $3,753-43.1% | $2,656-19.6% | $6,401-66.6% |
| Admin fee / account holder | $581 | $6,374-90.9% | $3,972-85.4% | $11,429-94.9% |