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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 | $9,668 | $134,001-92.8% | $112,258-91.4% | $134,509-92.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -23.99% | 47.15%-71.1pp | 27.47%-51.5pp | 418.13%-442.1pp |
| Employer contribution / active EE | $3,278 | $4,039-18.8% | $3,636-9.8% | $4,741-30.8% |
| Participant deferral / active EE | $5,192 | $5,291-1.9% | $4,728+9.8% | $6,400-18.9% |
| Admin fee / account holder | $519 | $7,491-93.1% | $6,411-91.9% | $11,427-95.5% |