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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 | $10,361 | $138,076-92.5% | $123,553-91.6% | $135,380-92.3% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -12.94% | 153.70%-166.6pp | 119.21%-132.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $2,902 | $5,152-43.7% | $4,628-37.3% | $4,779-39.3% |
| Participant deferral / active EE | $3,470 | $6,800-49.0% | $6,426-46.0% | $5,609-38.1% |
| Admin fee / account holder | $2,528 | $10,917-76.8% | $9,284-72.8% | $10,828-76.7% |