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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 | $11,030 | $133,981-91.8% | $112,249-90.2% | $134,532-91.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -41.66% | 47.16%-88.8pp | 27.48%-69.1pp | 418.27%-459.9pp |
| Employer contribution / active EE | $2,583 | $4,040-36.1% | $3,636-29.0% | $4,741-45.5% |
| Participant deferral / active EE | $7,068 | $5,292+33.6% | $4,729+49.5% | $6,401+10.4% |
| Admin fee / account holder | $527 | $7,492-93.0% | $6,412-91.8% | $11,429-95.4% |