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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 | $12,728 | $190,879-93.3% | $160,009-92.0% | $134,532-90.5% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -29.58% | 552.63%-582.2pp | 408.85%-438.4pp | 418.27%-447.8pp |
| Employer contribution / active EE | $1,930 | $4,995-61.4% | $4,225-54.3% | $4,741-59.3% |
| Participant deferral / active EE | $9,196 | $6,924+32.8% | $6,183+48.7% | $6,401+43.7% |
| Admin fee / account holder | $1,022 | $10,495-90.3% | $8,715-88.3% | $11,429-91.1% |