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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 | $29,862 | $168,635-82.3% | $147,617-79.8% | $125,389-76.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.57% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $5,992 | $6,252-4.2% | $5,564+7.7% | $4,866+23.1% |
| Participant deferral / active EE | $2,801 | $5,507-49.1% | $4,895-42.8% | $5,352-47.7% |
| Admin fee / account holder | $2,472 | $13,580-81.8% | $11,612-78.7% | $9,541-74.1% |