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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 | $15,061 | $138,072-89.1% | $123,549-87.8% | $135,382-88.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -10.73% | 153.69%-164.4pp | 119.20%-129.9pp | 519.77%-530.5pp |
| Employer contribution / active EE | $1,548 | $5,152-70.0% | $4,628-66.6% | $4,779-67.6% |
| Participant deferral / active EE | $3,481 | $6,799-48.8% | $6,426-45.8% | $5,609-37.9% |
| Admin fee / account holder | $1,184 | $10,917-89.2% | $9,284-87.3% | $10,829-89.1% |