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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 | $13,354 | $148,582-91.0% | $135,942-90.2% | $139,456-90.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | -1.96% | 79.26%-81.2pp | 68.28%-70.2pp | 373.45%-375.4pp |
| Employer contribution / active EE | $1,691 | $5,245-67.8% | $4,858-65.2% | $4,753-64.4% |
| Participant deferral / active EE | $4,823 | $8,101-40.5% | $7,759-37.8% | $6,711-28.1% |
| Admin fee / account holder | $1,000 | $12,402-91.9% | $10,764-90.7% | $11,407-91.2% |