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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 | $138,102-95.5% | $125,381-95.1% | $134,532-95.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.82% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,764 | $5,245-47.3% | $4,815-42.6% | $4,741-41.7% |
| Participant deferral / active EE | $4,887 | $7,801-37.3% | $7,448-34.4% | $6,401-23.6% |
| Admin fee / account holder | $568 | $11,568-95.1% | $10,007-94.3% | $11,429-95.0% |