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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 | $5,816 | $92,684-93.7% | $82,706-93.0% | $134,509-95.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -21.60% | 945.84%-967.4pp | 701.76%-723.4pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,264 | $3,272-61.4% | $3,007-58.0% | $4,741-73.3% |
| Participant deferral / active EE | $2,617 | $4,800-45.5% | $4,394-40.4% | $6,400-59.1% |
| Admin fee / account holder | $1,154 | $5,982-80.7% | $5,329-78.4% | $11,427-89.9% |