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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 | $16,946 | $168,635-90.0% | $147,617-88.5% | $125,389-86.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -5.47% | 77.65%-83.1pp | 61.98%-67.5pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,731 | $6,252-72.3% | $5,564-68.9% | $4,866-64.4% |
| Participant deferral / active EE | $3,503 | $5,507-36.4% | $4,895-28.4% | $5,352-34.5% |
| Admin fee / account holder | $776 | $13,580-94.3% | $11,612-93.3% | $9,541-91.9% |