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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 | $19,661 | $138,076-85.8% | $123,553-84.1% | $135,380-85.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -10.06% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,864 | $5,152-44.4% | $4,628-38.1% | $4,779-40.1% |
| Participant deferral / active EE | $7,714 | $6,800+13.4% | $6,426+20.0% | $5,609+37.5% |
| Admin fee / account holder | $2,056 | $10,917-81.2% | $9,284-77.9% | $10,828-81.0% |