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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 | $7,975 | $175,231-95.4% | $149,696-94.7% | $139,466-94.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | -13.25% | 166.77%-180.0pp | 134.46%-147.7pp | 373.66%-386.9pp |
| Employer contribution / active EE | $1,571 | $5,478-71.3% | $4,821-67.4% | $4,754-67.0% |
| Participant deferral / active EE | $4,173 | $6,521-36.0% | $5,682-26.6% | $6,712-37.8% |
| Admin fee / account holder | $681 | $16,155-95.8% | $13,212-94.8% | $11,409-94.0% |