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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 | $12,080 | $168,636-92.8% | $147,618-91.8% | $125,388-90.4% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -6.36% | 77.65%-84.0pp | 61.98%-68.3pp | 282.24%-288.6pp |
| Employer contribution / active EE | $2,971 | $6,252-52.5% | $5,565-46.6% | $4,866-38.9% |
| Participant deferral / active EE | $1,801 | $5,507-67.3% | $4,895-63.2% | $5,352-66.3% |
| Admin fee / account holder | $559 | $13,580-95.9% | $11,612-95.2% | $9,541-94.1% |