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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 | $3,481 | $82,314-95.8% | $68,808-94.9% | $134,532-97.4% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -25.83% | -2.18%-23.7pp | -6.37%-19.5pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,044 | $3,301-68.4% | $2,656-60.7% | $4,741-78.0% |
| Participant deferral / active EE | $1,408 | $4,740-70.3% | $3,942-64.3% | $6,401-78.0% |
| Admin fee / account holder | $388 | $6,484-94.0% | $4,936-92.1% | $11,429-96.6% |