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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 | $18,852 | $138,075-86.3% | $123,552-84.7% | $135,379-86.1% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -15.77% | 153.70%-169.5pp | 119.20%-135.0pp | 519.79%-535.6pp |
| Employer contribution / active EE | $3,042 | $5,152-41.0% | $4,628-34.3% | $4,779-36.4% |
| Participant deferral / active EE | $4,109 | $6,800-39.6% | $6,426-36.1% | $5,609-26.7% |
| Admin fee / account holder | $458 | $10,917-95.8% | $9,285-95.1% | $10,828-95.8% |