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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 | $11,735 | $138,102-91.5% | $125,381-90.6% | $134,532-91.3% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -34.36% | 750.73%-785.1pp | 572.31%-606.7pp | 418.27%-452.6pp |
| Employer contribution / active EE | $5,265 | $5,245+0.4% | $4,815+9.3% | $4,741+11.0% |
| Participant deferral / active EE | $13,235 | $7,801+69.7% | $7,448+77.7% | $6,401+106.8% |
| Admin fee / account holder | $1,069 | $11,568-90.8% | $10,007-89.3% | $11,429-90.7% |