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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 | $8,341 | $121,701-93.1% | $104,639-92.0% | $158,982-94.8% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | -56.66% | 465.72%-522.4pp | 340.67%-397.3pp | 302.99%-359.7pp |
| Employer contribution / active EE | $1,940 | $3,165-38.7% | $2,682-27.7% | $4,763-59.3% |
| Participant deferral / active EE | $1,589 | $4,176-62.0% | $3,738-57.5% | $5,983-73.5% |
| Admin fee / account holder | $3,555 | $7,778-54.3% | $6,465-45.0% | $11,252-68.4% |