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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 | $17,393 | $82,674-79.0% | $125,363-86.1% | $68,495-74.6% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -20.38% | -5.97%-14.4pp | 572.15%-592.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,701 | $3,382-49.7% | $4,815-64.7% | $2,596-34.5% |
| Participant deferral / active EE | $3,432 | $6,111-43.8% | $7,447-53.9% | $4,028-14.8% |
| Admin fee / account holder | $390 | $6,276-93.8% | $10,005-96.1% | $5,403-92.8% |