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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 | $6,084 | $190,879-96.8% | $160,009-96.2% | $134,532-95.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -25.85% | 552.63%-578.5pp | 408.85%-434.7pp | 418.27%-444.1pp |
| Employer contribution / active EE | $773 | $4,995-84.5% | $4,225-81.7% | $4,741-83.7% |
| Participant deferral / active EE | $2,848 | $6,924-58.9% | $6,183-53.9% | $6,401-55.5% |
| Admin fee / account holder | $576 | $10,495-94.5% | $8,715-93.4% | $11,429-95.0% |