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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 | $12,322 | $142,361-91.3% | $119,608-89.7% | $134,509-90.8% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -26.08% | -12.46%-13.6pp | -14.98%-11.1pp | 418.13%-444.2pp |
| Employer contribution / active EE | $2,441 | $5,224-53.3% | $4,232-42.3% | $4,741-48.5% |
| Participant deferral / active EE | $5,026 | $6,468-22.3% | $5,601-10.3% | $6,400-21.5% |
| Admin fee / account holder | $821 | $13,588-94.0% | $10,326-92.1% | $11,427-92.8% |