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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 | $9,792 | $100,805-90.3% | $86,698-88.7% | $134,532-92.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -29.45% | 29.09%-58.5pp | 35.95%-65.4pp | 418.27%-447.7pp |
| Employer contribution / active EE | $2,669 | $3,490-23.5% | $2,837-5.9% | $4,741-43.7% |
| Participant deferral / active EE | $4,376 | $5,339-18.0% | $4,656-6.0% | $6,401-31.6% |
| Admin fee / account holder | $435 | $10,925-96.0% | $7,493-94.2% | $11,429-96.2% |