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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 | $17,587 | $82,674-78.7% | $125,381-86.0% | $68,486-74.3% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.31%-592.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,840 | $3,382-45.6% | $4,815-61.8% | $2,597-29.2% |
| Participant deferral / active EE | $3,038 | $6,111-50.3% | $7,448-59.2% | $4,028-24.6% |
| Admin fee / account holder | $728 | $6,277-88.4% | $10,007-92.7% | $5,404-86.5% |