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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 | $15,132 | $197,819-92.4% | $155,789-90.3% | $125,389-87.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -3.65% | 86.73%-90.4pp | 71.54%-75.2pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,261 | $4,850-32.8% | $3,839-15.1% | $4,866-33.0% |
| Participant deferral / active EE | $2,451 | $5,631-56.5% | $4,798-48.9% | $5,352-54.2% |
| Admin fee / account holder | $1,515 | $9,544-84.1% | $7,477-79.7% | $9,541-84.1% |