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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 | $54,355-90.8% | $82,744-93.9% | $68,486-92.7% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -39.94% | -13.67%-26.3pp | 702.22%-742.2pp | -7.85%-32.1pp |
| Employer contribution / active EE | $1,659 | $2,219-25.2% | $3,008-44.9% | $2,597-36.1% |
| Participant deferral / active EE | $2,886 | $3,246-11.1% | $4,395-34.3% | $4,028-28.3% |
| Admin fee / account holder | $660 | $4,397-85.0% | $5,325-87.6% | $5,404-87.8% |