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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 | $12,858 | $95,975-86.6% | $74,552-82.8% | $135,382-90.5% |
| Participation rate | 95.2% | 75.7%+19.6pp | 69.1%+26.1pp | 82.6%+12.6pp |
| Annual return | -12.21% | 56.96%-69.2pp | 32.53%-44.7pp | 519.77%-532.0pp |
| Employer contribution / active EE | $3,472 | $2,716+27.8% | $1,961+77.0% | $4,779-27.4% |
| Participant deferral / active EE | $3,423 | $3,844-10.9% | $3,108+10.1% | $5,609-39.0% |
| Admin fee / account holder | $899 | $6,522-86.2% | $5,060-82.2% | $10,829-91.7% |