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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 | $3,998 | $95,895-95.8% | $79,576-95.0% | $134,509-97.0% |
| Participation rate | 77.3% | 75.0%+2.2pp | 69.5%+7.8pp | 81.2%-4.0pp |
| Annual return | -26.21% | -2.72%-23.5pp | 0.15%-26.4pp | 418.13%-444.3pp |
| Employer contribution / active EE | $1,151 | $3,128-63.2% | $2,413-52.3% | $4,741-75.7% |
| Participant deferral / active EE | $2,013 | $4,693-57.1% | $3,985-49.5% | $6,400-68.5% |
| Admin fee / account holder | $647 | $9,129-92.9% | $6,834-90.5% | $11,427-94.3% |