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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 | $12,733 | $57,350-77.8% | $83,850-84.8% | $64,181-80.2% |
| Participation rate | 88.5% | 68.6%+19.9pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | -11.71% | 11.38%-23.1pp | 850.92%-862.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $2,863 | $2,545+12.5% | $3,631-21.2% | $2,381+20.2% |
| Participant deferral / active EE | $4,002 | $2,993+33.7% | $4,082-2.0% | $3,470+15.3% |
| Admin fee / account holder | $3,805 | $4,046-6.0% | $5,478-30.6% | $4,887-22.2% |