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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 | $9,082 | $138,114-93.4% | $125,391-92.8% | $134,545-93.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -25.79% | 750.88%-776.7pp | 572.41%-598.2pp | 418.37%-444.2pp |
| Employer contribution / active EE | $1,494 | $5,246-71.5% | $4,816-69.0% | $4,742-68.5% |
| Participant deferral / active EE | $4,851 | $7,801-37.8% | $7,448-34.9% | $6,401-24.2% |
| Admin fee / account holder | $1,076 | $11,570-90.7% | $10,009-89.3% | $11,431-90.6% |