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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 | $11,322 | $138,075-91.8% | $123,552-90.8% | $135,379-91.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -13.65% | 153.70%-167.3pp | 119.20%-132.9pp | 519.79%-533.4pp |
| Employer contribution / active EE | $1,892 | $5,152-63.3% | $4,628-59.1% | $4,779-60.4% |
| Participant deferral / active EE | $3,844 | $6,800-43.5% | $6,426-40.2% | $5,609-31.5% |
| Admin fee / account holder | $1,111 | $10,917-89.8% | $9,285-88.0% | $10,828-89.7% |