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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 | $2,583 | $110,801-97.7% | $86,615-97.0% | $167,536-98.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 71.6%+22.1pp | 82.1%+11.6pp |
| Annual return | -374.60% | 116.96%-491.6pp | 63.51%-438.1pp | 478.82%-853.4pp |
| Employer contribution / active EE | $976 | $3,245-69.9% | $2,496-60.9% | $4,839-79.8% |
| Participant deferral / active EE | $3,685 | $4,547-19.0% | $3,699-0.4% | $6,342-41.9% |
| Admin fee / account holder | $2,936 | $8,417-65.1% | $5,830-49.6% | $12,315-76.2% |