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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 | $4,294 | $82,674-94.8% | $125,381-96.6% | $68,486-93.7% |
| Participation rate | 73.3% | 75.1%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -43.42% | -5.97%-37.4pp | 572.31%-615.7pp | -7.85%-35.6pp |
| Employer contribution / active EE | $2,177 | $3,382-35.6% | $4,815-54.8% | $2,597-16.1% |
| Participant deferral / active EE | $4,317 | $6,111-29.3% | $7,448-42.0% | $4,028+7.2% |
| Admin fee / account holder | $917 | $6,277-85.4% | $10,007-90.8% | $5,404-83.0% |