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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 | $21,220 | $180,459-88.2% | $154,108-86.2% | $135,380-84.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -16.51% | 888.21%-904.7pp | 735.21%-751.7pp | 519.81%-536.3pp |
| Employer contribution / active EE | $2,653 | $6,035-56.0% | $5,298-49.9% | $4,779-44.5% |
| Participant deferral / active EE | $7,299 | $5,806+25.7% | $5,081+43.7% | $5,609+30.1% |
| Admin fee / account holder | $1,093 | $16,145-93.2% | $13,411-91.8% | $10,828-89.9% |