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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 | $6,921 | $82,678-91.6% | $125,391-94.5% | $68,490-89.9% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -20.31% | -5.97%-14.3pp | 572.41%-592.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,801 | $3,382-17.2% | $4,816-41.8% | $2,597+7.9% |
| Participant deferral / active EE | $5,025 | $6,111-17.8% | $7,448-32.5% | $4,028+24.7% |
| Admin fee / account holder | $1,142 | $6,277-81.8% | $10,009-88.6% | $5,403-78.9% |