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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 | $12,733 | $135,645-90.6% | $110,243-88.4% | $135,380-90.6% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -10.85% | 513.24%-524.1pp | 314.76%-325.6pp | 519.81%-530.7pp |
| Employer contribution / active EE | $3,325 | $4,907-32.2% | $3,827-13.1% | $4,779-30.4% |
| Participant deferral / active EE | $2,002 | $5,507-63.6% | $4,672-57.1% | $5,609-64.3% |
| Admin fee / account holder | $415 | $11,458-96.4% | $8,548-95.1% | $10,828-96.2% |