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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 | $3,391 | $57,312-94.1% | $86,617-96.1% | $75,181-95.5% |
| Participation rate | 74.2% | 63.2%+11.0pp | 71.7%+2.5pp | 67.2%+7.0pp |
| Annual return | -412.22% | 2672.78%-3085.0pp | 591.91%-1004.1pp | 160.69%-572.9pp |
| Employer contribution / active EE | $1,144 | $2,315-50.6% | $3,023-62.1% | $2,671-57.1% |
| Participant deferral / active EE | $2,294 | $3,319-30.9% | $4,437-48.3% | $4,126-44.4% |
| Admin fee / account holder | $1,371 | $4,114-66.7% | $5,613-75.6% | $5,650-75.7% |