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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 | $19,547 | $168,635-88.4% | $147,617-86.8% | $125,389-84.4% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -4.49% | 77.65%-82.1pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $5,077 | $6,252-18.8% | $5,564-8.8% | $4,866+4.3% |
| Participant deferral / active EE | $5,661 | $5,507+2.8% | $4,895+15.6% | $5,352+5.8% |
| Admin fee / account holder | $365 | $13,580-97.3% | $11,612-96.9% | $9,541-96.2% |