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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 | $6,195 | $138,078-95.5% | $125,363-95.1% | $134,509-95.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.82% | 750.49%-774.3pp | 572.15%-596.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $2,764 | $5,245-47.3% | $4,815-42.6% | $4,741-41.7% |
| Participant deferral / active EE | $4,887 | $7,800-37.3% | $7,447-34.4% | $6,400-23.6% |
| Admin fee / account holder | $568 | $11,566-95.1% | $10,005-94.3% | $11,427-95.0% |