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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 | $20,230 | $138,075-85.3% | $123,552-83.6% | $135,379-85.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.39% | 153.70%-166.1pp | 119.20%-131.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $2,640 | $5,152-48.8% | $4,628-43.0% | $4,779-44.8% |
| Participant deferral / active EE | $7,521 | $6,800+10.6% | $6,426+17.0% | $5,609+34.1% |
| Admin fee / account holder | $1,033 | $10,917-90.5% | $9,285-88.9% | $10,828-90.5% |