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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 | $18,741 | $197,637-90.5% | $177,848-89.5% | $158,982-88.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | -7.28% | 58.77%-66.0pp | 48.33%-55.6pp | 302.99%-310.3pp |
| Employer contribution / active EE | $1,734 | $6,698-74.1% | $5,919-70.7% | $4,763-63.6% |
| Participant deferral / active EE | $5,788 | $8,405-31.1% | $7,714-25.0% | $5,983-3.3% |
| Admin fee / account holder | $3,251 | $15,406-78.9% | $12,431-73.8% | $11,252-71.1% |