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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 | $3,546 | $108,825-96.7% | $156,181-97.7% | $82,448-95.7% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.7pp | 68.1%+13.4pp |
| Annual return | -173.33% | 20.59%-193.9pp | 64.87%-238.2pp | 41.64%-215.0pp |
| Employer contribution / active EE | $988 | $2,870-65.6% | $4,294-77.0% | $2,551-61.3% |
| Participant deferral / active EE | $2,149 | $4,577-53.0% | $6,132-65.0% | $4,139-48.1% |
| Admin fee / account holder | $1,050 | $9,341-88.8% | $14,586-92.8% | $7,234-85.5% |