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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 | $14,270 | $138,076-89.7% | $123,553-88.4% | $135,380-89.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.61% | 153.70%-164.3pp | 119.21%-129.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $3,246 | $5,152-37.0% | $4,628-29.9% | $4,779-32.1% |
| Participant deferral / active EE | $4,879 | $6,800-28.2% | $6,426-24.1% | $5,609-13.0% |
| Admin fee / account holder | $1,461 | $10,917-86.6% | $9,284-84.3% | $10,828-86.5% |