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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 | $3,221 | $67,396-95.2% | $60,919-94.7% | $134,545-97.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -50.34% | 50.12%-100.5pp | 16.96%-67.3pp | 418.37%-468.7pp |
| Employer contribution / active EE | $1,325 | $3,101-57.3% | $2,704-51.0% | $4,742-72.1% |
| Participant deferral / active EE | $2,916 | $4,534-35.7% | $3,814-23.6% | $6,401-54.4% |
| Admin fee / account holder | $384 | $4,590-91.6% | $3,228-88.1% | $11,431-96.6% |