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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 | $4,332 | $95,917-95.5% | $79,583-94.6% | $134,545-96.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.93% | -2.70%-20.2pp | 0.16%-23.1pp | 418.37%-441.3pp |
| Employer contribution / active EE | $903 | $3,129-71.1% | $2,414-62.6% | $4,742-81.0% |
| Participant deferral / active EE | $1,650 | $4,694-64.8% | $3,986-58.6% | $6,401-74.2% |
| Admin fee / account holder | $925 | $9,132-89.9% | $6,835-86.5% | $11,431-91.9% |