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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 | $18,903 | $138,076-86.3% | $123,553-84.7% | $135,380-86.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -16.59% | 153.70%-170.3pp | 119.21%-135.8pp | 519.81%-536.4pp |
| Employer contribution / active EE | $2,033 | $5,152-60.5% | $4,628-56.1% | $4,779-57.5% |
| Participant deferral / active EE | $4,669 | $6,800-31.3% | $6,426-27.3% | $5,609-16.8% |
| Admin fee / account holder | $500 | $10,917-95.4% | $9,284-94.6% | $10,828-95.4% |