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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 | $114,712-96.9% | $173,730-98.0% | $87,485-95.9% |
| Participation rate | 81.5% | 73.0%+8.5pp | 79.6%+1.9pp | 68.9%+12.5pp |
| Annual return | -173.33% | 20.18%-193.5pp | 19.96%-193.3pp | 26.06%-199.4pp |
| Employer contribution / active EE | $988 | $2,904-66.0% | $4,577-78.4% | $2,596-61.9% |
| Participant deferral / active EE | $2,149 | $4,642-53.7% | $6,326-66.0% | $4,274-49.7% |
| Admin fee / account holder | $1,050 | $10,210-89.7% | $17,523-94.0% | $7,775-86.5% |