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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 | $5,900 | $167,362-96.5% | $143,799-95.9% | $134,532-95.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -37.49% | 0.47%-38.0pp | -0.04%-37.4pp | 418.27%-455.8pp |
| Employer contribution / active EE | $2,682 | $5,620-52.3% | $4,952-45.8% | $4,741-43.4% |
| Participant deferral / active EE | $4,303 | $6,447-33.3% | $5,638-23.7% | $6,401-32.8% |
| Admin fee / account holder | $851 | $18,094-95.3% | $14,677-94.2% | $11,429-92.6% |