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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 | $10,634 | $176,402-94.0% | $134,162-92.1% | $158,982-93.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | -25.25% | 63.66%-88.9pp | 36.35%-61.6pp | 302.99%-328.2pp |
| Employer contribution / active EE | $1,649 | $5,042-67.3% | $3,705-55.5% | $4,763-65.4% |
| Participant deferral / active EE | $4,066 | $4,093-0.7% | $3,500+16.2% | $5,983-32.1% |
| Admin fee / account holder | $3,032 | $8,719-65.2% | $6,685-54.7% | $11,252-73.1% |