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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 | $4,032 | $54,370-92.6% | $82,763-95.1% | $68,490-94.1% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.3pp | 67.9%+18.9pp |
| Annual return | -20.55% | -13.67%-6.9pp | 702.45%-723.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $436 | $2,219-80.3% | $3,008-85.5% | $2,597-83.2% |
| Participant deferral / active EE | $1,930 | $3,247-40.5% | $4,395-56.1% | $4,028-52.1% |
| Admin fee / account holder | $1,341 | $4,398-69.5% | $5,325-74.8% | $5,403-75.2% |