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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 | $7,169 | $190,862-96.2% | $159,991-95.5% | $134,509-94.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -21.30% | 552.59%-573.9pp | 408.82%-430.1pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,729 | $4,995-65.4% | $4,225-59.1% | $4,741-63.5% |
| Participant deferral / active EE | $3,282 | $6,924-52.6% | $6,183-46.9% | $6,400-48.7% |
| Admin fee / account holder | $599 | $10,495-94.3% | $8,715-93.1% | $11,427-94.8% |