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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 | $5,255 | $53,546-90.2% | $69,884-92.5% | $68,486-92.3% |
| Participation rate | 84.5% | 64.5%+20.0pp | 70.5%+14.0pp | 67.9%+16.6pp |
| Annual return | -23.43% | -13.87%-9.6pp | 190.81%-214.2pp | -7.85%-15.6pp |
| Employer contribution / active EE | $932 | $2,019-53.9% | $2,560-63.6% | $2,597-64.1% |
| Participant deferral / active EE | $2,043 | $2,957-30.9% | $3,848-46.9% | $4,028-49.3% |
| Admin fee / account holder | $733 | $4,693-84.4% | $6,266-88.3% | $5,404-86.4% |