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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 | $5,755 | $152,542-96.2% | $117,498-95.1% | $134,509-95.7% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -23.11% | 53.02%-76.1pp | 29.75%-52.9pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,745 | $5,574-50.8% | $4,178-34.3% | $4,741-42.1% |
| Participant deferral / active EE | $439 | $4,819-90.9% | $4,071-89.2% | $6,400-93.1% |
| Admin fee / account holder | $865 | $7,006-87.7% | $5,646-84.7% | $11,427-92.4% |