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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 | $7,023 | $138,102-94.9% | $125,381-94.4% | $134,532-94.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -54.04% | 750.73%-804.8pp | 572.31%-626.3pp | 418.27%-472.3pp |
| Employer contribution / active EE | $1,920 | $5,245-63.4% | $4,815-60.1% | $4,741-59.5% |
| Participant deferral / active EE | $2,724 | $7,801-65.1% | $7,448-63.4% | $6,401-57.5% |
| Admin fee / account holder | $945 | $11,568-91.8% | $10,007-90.6% | $11,429-91.7% |