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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 | $22,490 | $180,459-87.5% | $154,108-85.4% | $135,380-83.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -12.05% | 888.21%-900.3pp | 735.21%-747.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $2,273 | $6,035-62.3% | $5,298-57.1% | $4,779-52.4% |
| Participant deferral / active EE | $4,324 | $5,806-25.5% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $571 | $16,145-96.5% | $13,411-95.7% | $10,828-94.7% |