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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 | $13,808 | $138,075-90.0% | $123,552-88.8% | $135,379-89.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -14.50% | 153.70%-168.2pp | 119.20%-133.7pp | 519.79%-534.3pp |
| Employer contribution / active EE | $2,466 | $5,152-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $3,818 | $6,800-43.8% | $6,426-40.6% | $5,609-31.9% |
| Admin fee / account holder | $491 | $10,917-95.5% | $9,285-94.7% | $10,828-95.5% |