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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 | $3,834 | $105,866-96.4% | $90,766-95.8% | $134,545-97.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -44.16% | -10.99%-33.2pp | -12.16%-32.0pp | 418.37%-462.5pp |
| Employer contribution / active EE | $1,951 | $3,464-43.7% | $2,922-33.2% | $4,742-58.9% |
| Participant deferral / active EE | $2,529 | $5,217-51.5% | $4,565-44.6% | $6,401-60.5% |
| Admin fee / account holder | $755 | $13,938-94.6% | $8,446-91.1% | $11,431-93.4% |