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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 | $17,146 | $82,678-79.3% | $125,391-86.3% | $68,490-75.0% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -19.66% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $3,266 | $3,382-3.4% | $4,816-32.2% | $2,597+25.8% |
| Participant deferral / active EE | $5,319 | $6,111-13.0% | $7,448-28.6% | $4,028+32.1% |
| Admin fee / account holder | $1,907 | $6,277-69.6% | $10,009-80.9% | $5,403-64.7% |