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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 | $148,623-91.0% | $135,974-90.2% | $139,466-90.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | -1.96% | 79.30%-81.3pp | 68.30%-70.3pp | 373.66%-375.6pp |
| Employer contribution / active EE | $1,691 | $5,246-67.8% | $4,859-65.2% | $4,754-64.4% |
| Participant deferral / active EE | $4,823 | $8,103-40.5% | $7,760-37.8% | $6,712-28.1% |
| Admin fee / account holder | $1,000 | $12,406-91.9% | $10,767-90.7% | $11,409-91.2% |