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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 | $5,668 | $95,895-94.1% | $79,576-92.9% | $134,509-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.74% | -2.72%-20.0pp | 0.15%-22.9pp | 418.13%-440.9pp |
| Employer contribution / active EE | $1,490 | $3,128-52.4% | $2,413-38.2% | $4,741-68.6% |
| Participant deferral / active EE | $2,776 | $4,693-40.9% | $3,985-30.4% | $6,400-56.6% |
| Admin fee / account holder | $452 | $9,129-95.0% | $6,834-93.4% | $11,427-96.0% |