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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 | $13,263 | $138,102-90.4% | $125,381-89.4% | $134,532-90.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -26.41% | 750.73%-777.1pp | 572.31%-598.7pp | 418.27%-444.7pp |
| Employer contribution / active EE | $4,616 | $5,245-12.0% | $4,815-4.1% | $4,741-2.6% |
| Participant deferral / active EE | $7,437 | $7,801-4.7% | $7,448-0.1% | $6,401+16.2% |
| Admin fee / account holder | $920 | $11,568-92.0% | $10,007-90.8% | $11,429-91.9% |