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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 | $4,236 | $117,777-96.4% | $71,778-94.1% | $134,545-96.9% |
| Participation rate | 75.0% | 68.9%+6.1pp | 62.3%+12.7pp | 81.2%-6.2pp |
| Annual return | -25.56% | 25.46%-51.0pp | 9.15%-34.7pp | 418.37%-443.9pp |
| Employer contribution / active EE | $1,415 | $2,525-44.0% | $1,704-17.0% | $4,742-70.2% |
| Participant deferral / active EE | $2,050 | $3,756-45.4% | $2,656-22.8% | $6,401-68.0% |
| Admin fee / account holder | $1,868 | $6,379-70.7% | $3,974-53.0% | $11,431-83.7% |