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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 | $6,334 | $95,915-93.4% | $79,580-92.0% | $134,532-95.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -28.66% | -2.71%-25.9pp | 0.15%-28.8pp | 418.27%-446.9pp |
| Employer contribution / active EE | $2,435 | $3,129-22.2% | $2,413+0.9% | $4,741-48.7% |
| Participant deferral / active EE | $2,775 | $4,693-40.9% | $3,985-30.4% | $6,401-56.6% |
| Admin fee / account holder | $614 | $9,132-93.3% | $6,835-91.0% | $11,429-94.6% |