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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 | $14,107 | $138,072-89.8% | $123,549-88.6% | $135,382-89.6% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -31.93% | 153.69%-185.6pp | 119.20%-151.1pp | 519.77%-551.7pp |
| Employer contribution / active EE | $2,421 | $5,152-53.0% | $4,628-47.7% | $4,779-49.3% |
| Participant deferral / active EE | $6,126 | $6,799-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $1,291 | $10,917-88.2% | $9,284-86.1% | $10,829-88.1% |