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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 | $5,446 | $138,102-96.1% | $125,381-95.7% | $134,532-96.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -42.49% | 750.73%-793.2pp | 572.31%-614.8pp | 418.27%-460.8pp |
| Employer contribution / active EE | $1,590 | $5,245-69.7% | $4,815-67.0% | $4,741-66.5% |
| Participant deferral / active EE | $3,257 | $7,801-58.2% | $7,448-56.3% | $6,401-49.1% |
| Admin fee / account holder | $304 | $11,568-97.4% | $10,007-97.0% | $11,429-97.3% |