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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 | $9,190 | $133,981-93.1% | $112,249-91.8% | $134,532-93.2% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -34.39% | 47.16%-81.5pp | 27.48%-61.9pp | 418.27%-452.7pp |
| Employer contribution / active EE | $1,288 | $4,040-68.1% | $3,636-64.6% | $4,741-72.8% |
| Participant deferral / active EE | $5,457 | $5,292+3.1% | $4,729+15.4% | $6,401-14.7% |
| Admin fee / account holder | $343 | $7,492-95.4% | $6,412-94.7% | $11,429-97.0% |