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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 | $2,280 | $93,117-97.6% | $77,096-97.0% | $134,532-98.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -73.27% | 62.67%-135.9pp | 42.35%-115.6pp | 418.27%-491.5pp |
| Employer contribution / active EE | $1,281 | $3,420-62.6% | $2,814-54.5% | $4,741-73.0% |
| Participant deferral / active EE | $1,897 | $5,241-63.8% | $4,429-57.2% | $6,401-70.4% |
| Admin fee / account holder | $324 | $6,948-95.3% | $5,428-94.0% | $11,429-97.2% |