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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 | $5,605 | $138,078-95.9% | $125,363-95.5% | $134,509-95.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -32.32% | 750.49%-782.8pp | 572.15%-604.5pp | 418.13%-450.5pp |
| Employer contribution / active EE | $2,799 | $5,245-46.6% | $4,815-41.9% | $4,741-41.0% |
| Participant deferral / active EE | $3,829 | $7,800-50.9% | $7,447-48.6% | $6,400-40.2% |
| Admin fee / account holder | $519 | $11,566-95.5% | $10,005-94.8% | $11,427-95.5% |