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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 | $4,934 | $142,392-96.5% | $119,622-95.9% | $134,532-96.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -27.03% | -12.46%-14.6pp | -14.98%-12.0pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,756 | $5,224-66.4% | $4,232-58.5% | $4,741-63.0% |
| Participant deferral / active EE | $2,175 | $6,467-66.4% | $5,601-61.2% | $6,401-66.0% |
| Admin fee / account holder | $943 | $13,593-93.1% | $10,328-90.9% | $11,429-91.8% |