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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 | $24,210 | $135,645-82.2% | $110,243-78.0% | $135,379-82.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.56% | 513.24%-523.8pp | 314.76%-325.3pp | 519.79%-530.3pp |
| Employer contribution / active EE | $3,581 | $4,907-27.0% | $3,827-6.4% | $4,779-25.1% |
| Participant deferral / active EE | $11,187 | $5,507+103.1% | $4,672+139.4% | $5,609+99.4% |
| Admin fee / account holder | $2,864 | $11,458-75.0% | $8,548-66.5% | $10,828-73.5% |