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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 | $13,546 | $82,674-83.6% | $125,381-89.2% | $68,486-80.2% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -34.85% | -5.97%-28.9pp | 572.31%-607.2pp | -7.85%-27.0pp |
| Employer contribution / active EE | $3,512 | $3,382+3.8% | $4,815-27.1% | $2,597+35.2% |
| Participant deferral / active EE | $6,541 | $6,111+7.0% | $7,448-12.2% | $4,028+62.4% |
| Admin fee / account holder | $530 | $6,277-91.6% | $10,007-94.7% | $5,404-90.2% |