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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 | $7,117 | $82,674-91.4% | $125,381-94.3% | $68,486-89.6% |
| Participation rate | 92.1% | 75.1%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -28.66% | -5.97%-22.7pp | 572.31%-601.0pp | -7.85%-20.8pp |
| Employer contribution / active EE | $2,159 | $3,382-36.1% | $4,815-55.2% | $2,597-16.8% |
| Participant deferral / active EE | $4,537 | $6,111-25.8% | $7,448-39.1% | $4,028+12.7% |
| Admin fee / account holder | $599 | $6,277-90.5% | $10,007-94.0% | $5,404-88.9% |