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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 | $21,306 | $135,956-84.3% | $123,894-82.8% | $273,970-92.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -80.70% | 56.63%-137.3pp | 47.52%-128.2pp | 41.46%-122.2pp |
| Employer contribution / active EE | $3,830 | $5,170-25.9% | $4,617-17.0% | $4,869-21.3% |
| Participant deferral / active EE | $14,027 | $6,343+121.2% | $5,984+134.4% | $5,287+165.3% |
| Admin fee / account holder | $13,270 | $9,817+35.2% | $8,357+58.8% | $10,132+31.0% |