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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 | $16,867 | $82,674-79.6% | $125,381-86.5% | $68,486-75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -31.36% | -5.97%-25.4pp | 572.31%-603.7pp | -7.85%-23.5pp |
| Employer contribution / active EE | $7,684 | $3,382+127.2% | $4,815+59.6% | $2,597+195.9% |
| Participant deferral / active EE | $7,501 | $6,111+22.8% | $7,448+0.7% | $4,028+86.2% |
| Admin fee / account holder | $913 | $6,277-85.4% | $10,007-90.9% | $5,404-83.1% |