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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 | $20,914 | $81,208-74.2% | $98,920-78.9% | $79,856-73.8% |
| Participation rate | 86.8% | 72.5%+14.3pp | 76.0%+10.8pp | 69.6%+17.2pp |
| Annual return | -6.25% | 60.99%-67.2pp | 196.47%-202.7pp | 31.71%-38.0pp |
| Employer contribution / active EE | $650 | $1,960-66.8% | $2,689-75.8% | $2,471-73.7% |
| Participant deferral / active EE | $3,653 | $3,265+11.9% | $4,245-13.9% | $3,741-2.3% |
| Admin fee / account holder | $2,232 | $6,013-62.9% | $6,643-66.4% | $5,306-57.9% |