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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 | $10,374 | $138,102-92.5% | $125,381-91.7% | $134,532-92.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -25.19% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,606 | $5,245-69.4% | $4,815-66.6% | $4,741-66.1% |
| Participant deferral / active EE | $5,371 | $7,801-31.1% | $7,448-27.9% | $6,401-16.1% |
| Admin fee / account holder | $3,312 | $11,568-71.4% | $10,007-66.9% | $11,429-71.0% |