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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 | $6,300 | $100,262-93.7% | $81,370-92.3% | $145,897-95.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | -44.55% | 34.52%-79.1pp | 24.85%-69.4pp | 552.29%-596.8pp |
| Employer contribution / active EE | $962 | $2,979-67.7% | $2,464-61.0% | $4,663-79.4% |
| Participant deferral / active EE | $2,851 | $4,612-38.2% | $3,885-26.6% | $6,689-57.4% |
| Admin fee / account holder | $1,471 | $8,163-82.0% | $5,749-74.4% | $13,390-89.0% |