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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 | $49,976-96.9% | $66,674-97.7% | $82,637-98.1% |
| Participation rate | 85.5% | 63.1%+22.4pp | 73.7%+11.8pp | 68.1%+17.4pp |
| Annual return | -0.81% | 39.09%-39.9pp | 321.24%-322.1pp | 53.51%-54.3pp |
| Employer contribution / active EE | $519 | $1,988-73.9% | $2,620-80.2% | $2,552-79.7% |
| Participant deferral / active EE | $771 | $2,847-72.9% | $4,084-81.1% | $4,126-81.3% |
| Admin fee / account holder | $469 | $4,594-89.8% | $5,098-90.8% | $7,339-93.6% |