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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 | $13,012 | $138,072-90.6% | $123,549-89.5% | $135,382-90.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.38% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,479 | $5,152-71.3% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $2,436 | $6,799-64.2% | $6,426-62.1% | $5,609-56.6% |
| Admin fee / account holder | $839 | $10,917-92.3% | $9,284-91.0% | $10,829-92.3% |