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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 | $11,187 | $69,012-83.8% | $160,009-93.0% | $68,486-83.7% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 67.9%+22.1pp |
| Annual return | -26.27% | -9.65%-16.6pp | 408.85%-435.1pp | -7.85%-18.4pp |
| Employer contribution / active EE | $4,756 | $2,212+115.0% | $4,225+12.6% | $2,597+83.2% |
| Participant deferral / active EE | $7,002 | $4,212+66.3% | $6,183+13.2% | $4,028+73.9% |
| Admin fee / account holder | $961 | $4,798-80.0% | $8,715-89.0% | $5,404-82.2% |