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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 | $2,631 | $100,139-97.4% | $85,187-96.9% | $145,884-98.2% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | -5.83% | 84.15%-90.0pp | 66.67%-72.5pp | 551.85%-557.7pp |
| Employer contribution / active EE | $709 | $3,238-78.1% | $2,732-74.1% | $4,662-84.8% |
| Participant deferral / active EE | $1,178 | $5,296-77.8% | $4,525-74.0% | $6,690-82.4% |
| Admin fee / account holder | $653 | $7,262-91.0% | $6,162-89.4% | $13,392-95.1% |