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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 | $2,887 | $73,848-96.1% | $143,799-98.0% | $68,486-95.8% |
| Participation rate | 71.7% | 66.7%+5.1pp | 80.3%-8.6pp | 67.9%+3.8pp |
| Annual return | -43.06% | 0.91%-44.0pp | -0.04%-43.0pp | -7.85%-35.2pp |
| Employer contribution / active EE | $640 | $3,184-79.9% | $4,952-87.1% | $2,597-75.4% |
| Participant deferral / active EE | $1,699 | $3,385-49.8% | $5,638-69.9% | $4,028-57.8% |
| Admin fee / account holder | $388 | $5,755-93.3% | $14,677-97.4% | $5,404-92.8% |