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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 | $17,898 | $82,674-78.4% | $125,363-85.7% | $68,495-73.9% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.15%-592.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,045 | $3,382-39.5% | $4,815-57.5% | $2,596-21.2% |
| Participant deferral / active EE | $5,074 | $6,111-17.0% | $7,447-31.9% | $4,028+26.0% |
| Admin fee / account holder | $449 | $6,276-92.8% | $10,005-95.5% | $5,403-91.7% |