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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 | $5,023 | $54,357-90.8% | $82,706-93.9% | $68,495-92.7% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -39.94% | -13.67%-26.3pp | 701.76%-741.7pp | -7.84%-32.1pp |
| Employer contribution / active EE | $1,659 | $2,218-25.2% | $3,007-44.8% | $2,596-36.1% |
| Participant deferral / active EE | $2,886 | $3,246-11.1% | $4,394-34.3% | $4,028-28.3% |
| Admin fee / account holder | $660 | $4,396-85.0% | $5,329-87.6% | $5,403-87.8% |