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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 | $19,251 | $168,636-88.6% | $147,618-87.0% | $125,388-84.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -14.52% | 77.65%-92.2pp | 61.98%-76.5pp | 282.24%-296.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,115 | $5,507-7.1% | $4,895+4.5% | $5,352-4.4% |
| Admin fee / account holder | $846 | $13,580-93.8% | $11,612-92.7% | $9,541-91.1% |