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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 | $10,631 | $133,998-92.1% | $112,263-90.5% | $134,545-92.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.46% | 47.17%-68.6pp | 27.49%-48.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,893 | $4,040-28.4% | $3,636-20.4% | $4,742-39.0% |
| Participant deferral / active EE | $5,497 | $5,292+3.9% | $4,729+16.2% | $6,401-14.1% |
| Admin fee / account holder | $1,288 | $7,493-82.8% | $6,410-79.9% | $11,431-88.7% |