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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 | $5,873 | $116,360-95.0% | $65,566-91.0% | $139,466-95.8% |
| Participation rate | 95.5% | 67.8%+27.7pp | 64.9%+30.5pp | 80.3%+15.1pp |
| Annual return | -131.97% | 31.23%-163.2pp | 47.40%-179.4pp | 373.66%-505.6pp |
| Employer contribution / active EE | $2,376 | $2,600-8.6% | $1,692+40.4% | $4,754-50.0% |
| Participant deferral / active EE | $3,643 | $4,242-14.1% | $2,832+28.6% | $6,712-45.7% |
| Admin fee / account holder | $2,251 | $6,701-66.4% | $4,114-45.3% | $11,409-80.3% |