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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 | $12,356 | $190,862-93.5% | $159,991-92.3% | $134,509-90.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -20.62% | 552.59%-573.2pp | 408.82%-429.4pp | 418.13%-438.8pp |
| Employer contribution / active EE | $973 | $4,995-80.5% | $4,225-77.0% | $4,741-79.5% |
| Participant deferral / active EE | $5,896 | $6,924-14.8% | $6,183-4.6% | $6,400-7.9% |
| Admin fee / account holder | $338 | $10,495-96.8% | $8,715-96.1% | $11,427-97.0% |