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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 | $16,305 | $82,678-80.3% | $125,391-87.0% | $68,490-76.2% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -21.55% | -5.97%-15.6pp | 572.41%-594.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,842 | $3,382-16.0% | $4,816-41.0% | $2,597+9.4% |
| Participant deferral / active EE | $7,942 | $6,111+30.0% | $7,448+6.6% | $4,028+97.2% |
| Admin fee / account holder | $1,375 | $6,277-78.1% | $10,009-86.3% | $5,403-74.6% |