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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 | $5,352 | $82,324-93.5% | $68,803-92.2% | $134,545-96.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.5pp |
| Annual return | -58.37% | -2.17%-56.2pp | -6.37%-52.0pp | 418.37%-476.7pp |
| Employer contribution / active EE | $1,786 | $3,302-45.9% | $2,656-32.8% | $4,742-62.3% |
| Participant deferral / active EE | $3,158 | $4,740-33.4% | $3,942-19.9% | $6,401-50.7% |
| Admin fee / account holder | $1,762 | $6,485-72.8% | $4,936-64.3% | $11,431-84.6% |