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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 | $3,573 | $134,001-97.3% | $112,258-96.8% | $134,509-97.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -109.18% | 47.15%-156.3pp | 27.47%-136.7pp | 418.13%-527.3pp |
| Employer contribution / active EE | $1,381 | $4,039-65.8% | $3,636-62.0% | $4,741-70.9% |
| Participant deferral / active EE | $2,767 | $5,291-47.7% | $4,728-41.5% | $6,400-56.8% |
| Admin fee / account holder | $598 | $7,491-92.0% | $6,411-90.7% | $11,427-94.8% |