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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 | $1,565 | $51,638-97.0% | $68,368-97.7% | $82,448-98.1% |
| Participation rate | 85.5% | 63.6%+21.8pp | 73.8%+11.7pp | 68.1%+17.4pp |
| Annual return | -0.81% | 37.53%-38.3pp | 292.57%-293.4pp | 41.64%-42.5pp |
| Employer contribution / active EE | $519 | $2,047-74.6% | $2,649-80.4% | $2,551-79.7% |
| Participant deferral / active EE | $771 | $2,914-73.5% | $4,123-81.3% | $4,139-81.4% |
| Admin fee / account holder | $469 | $4,643-89.9% | $5,150-90.9% | $7,234-93.5% |