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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 | $7,172 | $133,981-94.6% | $112,249-93.6% | $134,532-94.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -21.48% | 47.16%-68.6pp | 27.48%-49.0pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,215 | $4,040-69.9% | $3,636-66.6% | $4,741-74.4% |
| Participant deferral / active EE | $2,236 | $5,292-57.7% | $4,729-52.7% | $6,401-65.1% |
| Admin fee / account holder | $888 | $7,492-88.1% | $6,412-86.2% | $11,429-92.2% |