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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 | $2,800 | $190,916-98.5% | $160,037-98.3% | $134,545-97.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -43.84% | 552.79%-596.6pp | 408.95%-452.8pp | 418.37%-462.2pp |
| Employer contribution / active EE | $1,146 | $4,996-77.1% | $4,226-72.9% | $4,742-75.8% |
| Participant deferral / active EE | $2,196 | $6,925-68.3% | $6,184-64.5% | $6,401-65.7% |
| Admin fee / account holder | $332 | $10,497-96.8% | $8,716-96.2% | $11,431-97.1% |