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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 | $5,988 | $142,392-95.8% | $119,622-95.0% | $134,532-95.5% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+4.9pp | 81.2%+3.0pp |
| Annual return | -68.03% | -12.46%-55.6pp | -14.98%-53.0pp | 418.27%-486.3pp |
| Employer contribution / active EE | $2,758 | $5,224-47.2% | $4,232-34.8% | $4,741-41.8% |
| Participant deferral / active EE | $2,805 | $6,467-56.6% | $5,601-49.9% | $6,401-56.2% |
| Admin fee / account holder | $420 | $13,593-96.9% | $10,328-95.9% | $11,429-96.3% |